CWS
DFAI

Cypress Wealth Services’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Cypress Wealth Services’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$599K Buy
14,525
+37
+0.3% +$1.52K 0.07% 209
2026
Q1 		$564K Sell
14,488
-256
-2% -$10.2K 0.08% 202
2025
Q4 		$562K Sell
14,744
-409
-3% -$15.2K 0.08% 200
2025
Q3 		$551K Buy
15,153
+2,097
+16% +$74.2K 0.09% 171
2025
Q2 		$451K Buy
13,056
+1,633
+14% +$53.5K 0.08% 183
2025
Q1 		$357K Sell
11,423
-175
-2% -$5.4K 0.07% 189
2024
Q4 		$339K Buy
11,598
+30
+0.3% +$909 0.07% 190
2024
Q3 		$368K Sell
11,568
-2,361
-17% -$72.3K 0.08% 190
2024
Q2 		$413K Sell
13,929
-1,044
-7% -$31.3K 0.09% 163
2024
Q1 		$452K Hold
14,973
– – 0.11% 151
2023
Q4 		$429K Buy
14,973
+402
+3% +$10.7K 0.11% 155
2023
Q3 		$380K Buy
14,571
+1,260
+9% +$34.2K 0.11% 159
2023
Q2 		$371K Buy
13,311
+1,104
+9% +$30.2K 0.1% 164
2023
Q1 		$329K Buy
12,207
+572
+5% +$15.2K 0.1% 172
2022
Q4 		$291K Buy
+11,635
New +$279K 0.09% 186

Other funds holding DFAI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Cypress Wealth Services's DFAI Position: Q2 2026 in Review

Cypress Wealth Services increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.26% in Q2 2026, buying an estimated $1.52K and bringing the position to 14,525 shares worth $599K. The position accounts for 0.07% of the portfolio, ranked #209.

Cypress Wealth Services first reported a position in DFAI in Q4 2022 and has held it in 15 quarters since. 194 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Cypress Wealth Services held 14,525 shares of Dimensional International Core Equity Market ETF worth $599K as of Q2 2026.
  • Cypress Wealth Services bought 37 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $1.52K.
  • Dimensional International Core Equity Market ETF made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #209 holding.
  • Cypress Wealth Services first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

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