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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

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Cypress Wealth Services increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.06% in Q2 2026, buying an estimated $350 and bringing the position to 12,332 shares worth $637K. The position accounts for 0.08% of the portfolio, ranked #193.

Cypress Wealth Services first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Cypress Wealth Services held 12,332 shares of Dimensional US Core Equity Market ETF worth $637K as of Q2 2026.
  • Cypress Wealth Services bought 7 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $350.
  • Dimensional US Core Equity Market ETF made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #193 holding.
  • Cypress Wealth Services first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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