Cypress Point Wealth Management’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Hold	14,153	–	–	0.11%	75
2026 Q1	$496K	Hold	14,153	–	–	0.11%	64
2025 Q4	$466K	Hold	14,153	–	–	0.1%	61
2025 Q3	$451K	Hold	14,153	–	–	0.09%	57
2025 Q2	$417K	Sell	14,153 -6,725	-32%	-$186K	0.1%	60
2025 Q1	$588K	Hold	20,878	–	–	0.19%	48
2024 Q4	$643K	Buy	20,878 +925	+5%	+$29.3K	0.2%	49
2024 Q3	$615K	Buy	19,953 +2,900	+17%	+$86.9K	0.24%	52
2024 Q2	$491K	Buy	17,053 +1,900	+13%	+$55.1K	0.23%	52
2024 Q1	$456K	Buy	15,153 +1,000	+7%	+$28.5K	0.23%	55
2023 Q4	$412K	Buy	+14,153	New	+$367K	0.31%	46

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Cypress Point Wealth Management held its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) position steady in Q2 2026 at 14,153 shares worth $549K. The position accounts for 0.11% of the portfolio, ranked #75.

Cypress Point Wealth Management first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $643K in Q4 2024. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Cypress Point Wealth Management held 14,153 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $549K as of Q2 2026.
Cypress Point Wealth Management left its U.S. Small Cap Value Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.11% of Cypress Point Wealth Management's portfolio in Q2 2026, its #75 holding.
Cypress Point Wealth Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
Cypress Point Wealth Management's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $643K in Q4 2024.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

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