CPWM
DFSV

Cypress Point Wealth Management’s Dimensional US Small Cap Value ETF 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

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
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
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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 Dimensional US Small Cap Value ETF (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. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Cypress Point Wealth Management held 14,153 shares of Dimensional US Small Cap Value ETF worth $549K as of Q2 2026.
  • Cypress Point Wealth Management left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF 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 Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Cypress Point Wealth Management's Dimensional US Small Cap Value ETF position peaked at $643K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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