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

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
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 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
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return