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Cypress Wealth Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Cypress Wealth Services’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$637K Buy
12,332
+7
+0.1% +$350 0.08% 193
2026
Q1 		$556K Buy
12,325
+8
+0.1% +$376 0.08% 207
2025
Q4 		$576K Buy
12,317
+43
+0.4% +$1.99K 0.08% 196
2025
Q3 		$562K Sell
12,274
-219
-2% -$9.65K 0.09% 167
2025
Q2 		$529K Sell
12,493
-240
-2% -$9.41K 0.09% 166
2025
Q1 		$489K Sell
12,733
-437
-3% -$17.7K 0.1% 158
2024
Q4 		$533K Buy
13,170
+14
+0.1% +$572 0.11% 149
2024
Q3 		$522K Sell
13,156
-2,494
-16% -$95.3K 0.11% 147
2024
Q2 		$587K Sell
15,650
-1,278
-8% -$46.4K 0.13% 123
2024
Q1 		$619K Hold
16,928
– – 0.14% 120
2023
Q4 		$563K Buy
16,928
+470
+3% +$14.6K 0.14% 128
2023
Q3 		$493K Buy
16,458
+1,213
+8% +$37.8K 0.14% 136
2023
Q2 		$481K Buy
15,245
+1,369
+10% +$40.1K 0.13% 142
2023
Q1 		$399K Hold
13,876
– – 0.12% 147
2022
Q4 		$375K Buy
+13,876
New +$377K 0.12% 154

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RW
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AAS
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SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return