Cypress Wealth Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cypress Wealth Services’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.08M	Sell	55,990 -2,353	-4%	-$124K	0.38%	54
2026 Q1	$2.83M	Sell	58,343 -3,938	-6%	-$193K	0.4%	59
2025 Q4	$2.9M	Buy	62,281 +9,664	+18%	+$438K	0.4%	52
2025 Q3	$2.35M	Sell	52,617 -1,224	-2%	-$53.3K	0.39%	55
2025 Q2	$2.28M	Sell	53,841 -918	-2%	-$36.9K	0.41%	53
2025 Q1	$2.26M	Sell	54,759 -4,516	-8%	-$190K	0.46%	49
2024 Q4	$2.43M	Sell	59,275 -2,019	-3%	-$85.7K	0.49%	47
2024 Q3	$2.56M	Sell	61,294 -715	-1%	-$28.9K	0.53%	42
2024 Q2	$2.44M	Buy	62,009 +451	+0.7%	+$17.8K	0.54%	41
2024 Q1	$2.52M	Sell	61,558 -434	-0.7%	-$16.6K	0.59%	40
2023 Q4	$2.31M	Sell	61,992 -3,636	-6%	-$125K	0.58%	40
2023 Q3	$2.23M	Sell	65,628 -4,131	-6%	-$145K	0.62%	39
2023 Q2	$2.44M	Sell	69,759 -900	-1%	-$30.1K	0.64%	36
2023 Q1	$2.37M	Sell	70,659 -2,028	-3%	-$69.4K	0.69%	34
2022 Q4	$2.43M	Sell	72,687 -944	-1%	-$31.4K	0.78%	32
2022 Q3	$2.26M	Buy	73,631 +163	+0.2%	+$5.3K	0.77%	29
2022 Q2	$2.32M	Buy	+73,468	New	+$2.45M	0.74%	32

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

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

Cypress Wealth Services reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 4% in Q2 2026, selling an estimated $124K and leaving 55,990 shares worth $3.08M. The position accounts for 0.38% of the portfolio, ranked #54.

Cypress Wealth Services first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 202 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Cypress Wealth Services held 55,990 shares of Dimensional US Marketwide Value ETF worth $3.08M as of Q2 2026.
Cypress Wealth Services sold 2,353 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $124K.
Dimensional US Marketwide Value ETF made up 0.38% of Cypress Wealth Services's portfolio in Q2 2026, its #54 holding.
Cypress Wealth Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
202 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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