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Cypress Wealth Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cypress Wealth Services’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.48M Buy
30,130
+27
+0.1% +$2.09K 0.3% 70
2026
Q1 		$2.14M Sell
30,103
-3,701
-11% -$272K 0.3% 71
2025
Q4 		$2.36M Buy
33,804
+4,294
+15% +$296K 0.33% 66
2025
Q3 		$2.02M Sell
29,510
-631
-2% -$42.1K 0.33% 61
2025
Q2 		$1.92M Sell
30,141
-920
-3% -$55.2K 0.34% 60
2025
Q1 		$1.86M Sell
31,061
-4,311
-12% -$277K 0.38% 57
2024
Q4 		$2.3M Sell
35,372
-170
-0.5% -$11.4K 0.46% 48
2024
Q3 		$2.31M Sell
35,542
-2,400
-6% -$150K 0.48% 46
2024
Q2 		$2.28M Sell
37,942
-218
-0.6% -$13.1K 0.51% 45
2024
Q1 		$2.38M Buy
38,160
+124
+0.3% +$7.34K 0.55% 42
2023
Q4 		$2.27M Sell
38,036
-1,226
-3% -$65.7K 0.57% 41
2023
Q3 		$2.06M Sell
39,262
-714
-2% -$39.3K 0.57% 42
2023
Q2 		$2.25M Buy
39,976
+301
+0.8% +$15.7K 0.59% 38
2023
Q1 		$2.09M Sell
39,675
-1,491
-4% -$80.7K 0.61% 38
2022
Q4 		$2.11M Buy
41,166
+887
+2% +$45.7K 0.68% 38
2022
Q3 		$1.94M Buy
40,279
+171
+0.4% +$8.73K 0.66% 35
2022
Q2 		$1.93M Sell
40,108
-4,924
-11% -$255K 0.61% 40
2022
Q1 		$2.52M Buy
45,032
+1,404
+3% +$79K 0.69% 36
2021
Q4 		$2.62M Buy
43,628
+1,889
+5% +$114K 0.72% 38
2021
Q3 		$2.4M Buy
41,739
+1,313
+3% +$75.7K 0.72% 37
2021
Q2 		$2.36M Buy
+40,426
New +$2.35M 0.64% 40

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Cypress Wealth Services increased its Dimensional US Small Cap ETF (DFAS) stake by 0.09% in Q2 2026, buying an estimated $2.09K and bringing the position to 30,130 shares worth $2.48M. The position accounts for 0.3% of the portfolio, ranked #70.

Cypress Wealth Services first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.62M in Q4 2021. 229 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Cypress Wealth Services held 30,130 shares of Dimensional US Small Cap ETF worth $2.48M as of Q2 2026.
  • Cypress Wealth Services bought 27 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $2.09K.
  • Dimensional US Small Cap ETF made up 0.3% of Cypress Wealth Services's portfolio in Q2 2026, its #70 holding.
  • Cypress Wealth Services first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Cypress Wealth Services's Dimensional US Small Cap ETF position peaked at $2.62M in Q4 2021.
  • 229 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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