Cypress Point Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Cypress Point Wealth Management’s Portfolio DFAX Stock Details DFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Buy	48,622 +24	+0%	+$882	0.36%	42
2026 Q1	$1.65M	Buy	48,598 +4	+0%	+$139	0.36%	40
2025 Q4	$1.59M	Buy	48,594 +16	+0%	+$510	0.35%	37
2025 Q3	$1.52M	Buy	48,578 +13	+0%	+$395	0.31%	37
2025 Q2	$1.43M	Buy	48,565 +2,093	+5%	+$57.6K	0.35%	37
2025 Q1	$1.22M	Sell	46,472 -23,550	-34%	-$611K	0.39%	38
2024 Q4	$1.74M	Buy	70,022 +5,400	+8%	+$140K	0.54%	32
2024 Q3	$1.75M	Buy	64,622 +8,400	+15%	+$218K	0.69%	30
2024 Q2	$1.43M	Buy	56,222 +5,152	+10%	+$132K	0.68%	32
2024 Q1	$1.3M	Buy	51,070 +6,400	+14%	+$157K	0.67%	36
2023 Q4	$1.09M	Buy	+44,670	New	+$1.02M	0.81%	31

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cypress Point Wealth Management's DFAX Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.05% in Q2 2026, buying an estimated $882 and bringing the position to 48,622 shares worth $1.79M. The position accounts for 0.36% of the portfolio, ranked #42.

Cypress Point Wealth Management first reported a position in DFAX in Q4 2023 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Cypress Point Wealth Management held 48,622 shares of Dimensional World ex US Core Equity 2 ETF worth $1.79M as of Q2 2026.
Cypress Point Wealth Management bought 24 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $882.
Dimensional World ex US Core Equity 2 ETF made up 0.36% of Cypress Point Wealth Management's portfolio in Q2 2026, its #42 holding.
Cypress Point Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2023 and has held it in 11 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.