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Cypress Wealth Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cypress Wealth Services’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
14,731
+11,086
+304% +$741K 0.13% 127
2026
Q1 		$228K Buy
3,645
+5
+0.1% +$318 0.03% 356
2025
Q4 		$217K Buy
3,640
+5
+0.1% +$292 0.03% 364
2025
Q3 		$212K Buy
+3,635
New +$207K 0.03% 322
2025
Q1 		– Sell
-3,685
Closed -$205K – 286
2024
Q4 		$205K Buy
3,685
+5
+0.1% +$286 0.04% 268
2024
Q3 		$205K Sell
3,680
-781
-18% -$42.2K 0.04% 266
2024
Q2 		$231K Sell
4,461
-352
-7% -$18.5K 0.05% 228
2024
Q1 		$262K Hold
4,813
– – 0.06% 212
2023
Q4 		$252K Buy
4,813
+155
+3% +$7.25K 0.06% 203
2023
Q3 		$213K Buy
4,658
+383
+9% +$18.2K 0.06% 218
2023
Q2 		$204K Buy
+4,275
New +$188K 0.05% 233

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Cypress Wealth Services increased its Dimensional US Targeted Value ETF (DFAT) stake by 304% in Q2 2026, buying an estimated $741K and bringing the position to 14,731 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #127.

Cypress Wealth Services first reported a position in DFAT in Q2 2023 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Cypress Wealth Services held 14,731 shares of Dimensional US Targeted Value ETF worth $1.03M as of Q2 2026.
  • Cypress Wealth Services bought 11,086 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $741K.
  • Dimensional US Targeted Value ETF made up 0.13% of Cypress Wealth Services's portfolio in Q2 2026, its #127 holding.
  • Cypress Wealth Services first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and has held it in 11 quarters since.
  • 358 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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