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 Q2	$23.9M	Buy	292,275 +18,054	+7%	+$1.43M	4.87%	4
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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

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

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

Cypress Point Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 6.6% in Q2 2026, buying an estimated $1.43M and bringing the position to 292,275 shares worth $23.9M. The position accounts for 4.87% of the portfolio, ranked #4.

Cypress Point Wealth Management first reported a position in DFUS in Q1 2024 and has held it in 10 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Cypress Point Wealth Management held 292,275 shares of Dimensional US Equity ETF worth $23.9M as of Q2 2026.
Cypress Point Wealth Management bought 18,054 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.43M.
Dimensional US Equity ETF made up 4.87% of Cypress Point Wealth Management's portfolio in Q2 2026, its #4 holding.
Cypress Point Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 10 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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