CPWM
DFIC icon

Cypress Point Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Cypress Point Wealth Management’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.5M Buy
549,924
+48,039
+10% +$1.75M 4.21% 4
2025
Q4 		$17.3M Buy
501,885
+11,924
+2% +$398K 3.77% 5
2025
Q3 		$16.1M Buy
489,961
+29,546
+6% +$943K 3.25% 5
2025
Q2 		$14.3M Buy
460,415
+27,437
+6% +$804K 3.48% 5
2025
Q1 		$12M Buy
432,978
+24,259
+6% +$662K 3.81% 4
2024
Q4 		$10.6M Buy
408,719
+46,225
+13% +$1.24M 3.29% 4
2024
Q3 		$10.2M Buy
362,494
+37,894
+12% +$1.03M 4.01% 4
2024
Q2 		$8.53M Buy
324,600
+26,984
+9% +$719K 4.04% 4
2024
Q1 		$7.96M Buy
297,616
+117,064
+65% +$3M 4.08% 4
2023
Q4 		$4.61M Buy
180,552
+19,834
+12% +$472K 3.42% 4
2023
Q3 		$3.75M Buy
160,718
+95,667
+147% +$2.32M 3.3% 6
2023
Q2 		$1.58M Buy
65,051
+32,173
+98% +$782K 1.68% 15
2023
Q1 		$791K Buy
+32,878
New +$781K 1.12% 20

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return