CWS
DFAC icon

Cypress Wealth Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cypress Wealth Services’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,624
Closed -$421K – 405
2025
Q4 		$421K Buy
+10,624
New +$415K 0.06% 232

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cypress Wealth Services's DFAC Position: Q1 2026 in Review

Cypress Wealth Services sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 10,624 shares — an estimated $421K sold.

Cypress Wealth Services first reported a position in DFAC in Q4 2025 and held it in 1 quarter. The position peaked at $421K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Cypress Wealth Services reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • Cypress Wealth Services sold 10,624 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $421K.
  • Cypress Wealth Services first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and held it in 1 quarter.
  • Cypress Wealth Services's Dimensional US Core Equity 2 ETF position peaked at $421K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.