Cypress Point Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.4M	Buy	274,221 +54,378	+25%	+$4.03M	4.19%	5
2025 Q4	$16.3M	Buy	219,843 +28,036	+15%	+$2.06M	3.56%	6
2025 Q3	$13.9M	Buy	191,807 +27,307	+17%	+$1.9M	2.81%	6
2025 Q2	$11M	Sell	164,500 -4,011	-2%	-$248K	2.68%	8
2025 Q1	$10.2M	Buy	168,511 +50,881	+43%	+$3.25M	3.23%	5
2024 Q4	$7.5M	Buy	117,630 +40,715	+53%	+$2.61M	2.34%	7
2024 Q3	$4.78M	Buy	76,915 +18,425	+32%	+$1.1M	1.88%	10
2024 Q2	$3.44M	Buy	58,490 +30,590	+110%	+$1.74M	1.63%	14
2024 Q1	$1.59M	Buy	+27,900	New	+$1.51M	0.81%	28

Other funds holding DFUS

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return