Cherry Tree Wealth Management
DALI icon

Cherry Tree Wealth Management’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Cherry Tree Wealth Management’s Portfolio DALI Stock Details DALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$74.5K Hold
2,636
– – 0.01% 250
2026
Q2 		$78.4K Buy
2,636
+169
+7% +$5.1K 0.01% 246
2026
Q1 		$68.6K Hold
2,467
– – 0.01% 244
2025
Q4 		$71K Hold
2,467
– – 0.02% 240
2025
Q3 		$69.5K Buy
2,467
+38
+2% +$1.04K 0.02% 240
2025
Q2 		$64.3K Hold
2,429
– – 0.01% 243
2025
Q1 		$58.2K Buy
2,429
+110
+5% +$2.84K 0.01% 249
2024
Q4 		$59.9K Sell
2,319
-208
-8% -$5.44K 0.01% 244
2024
Q3 		$63.7K Hold
2,527
– – 0.02% 245
2024
Q2 		$61K Sell
2,527
-204
-7% -$4.8K 0.02% 242
2024
Q1 		$65.9K Hold
2,731
– – 0.02% 237
2023
Q4 		$58.9K Hold
2,731
– – 0.02% 233
2023
Q3 		$67.7K Buy
2,731
+1,216
+80% +$31.6K 0.02% 212
2023
Q2 		$39.2K Buy
+1,515
New +$38.7K 0.01% 242

Other funds holding DALI

Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

Cherry Tree Wealth Management's DALI Position: Q3 2026 in Review

Cherry Tree Wealth Management held its First Trust DorseyWright DALI 1 ETF (DALI) position steady in Q3 2026 at 2,636 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #250.

Cherry Tree Wealth Management first reported a position in DALI in Q2 2023 and has held it in 14 quarters since. The position peaked at $78.4K in Q2 2026. 3 funds tracked by Wall St. Rank hold DALI as of Q3 2026.

  • Cherry Tree Wealth Management held 2,636 shares of First Trust DorseyWright DALI 1 ETF worth $74.5K as of Q3 2026.
  • Cherry Tree Wealth Management left its First Trust DorseyWright DALI 1 ETF share count unchanged in Q3 2026.
  • First Trust DorseyWright DALI 1 ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #250 holding.
  • Cherry Tree Wealth Management first reported a position in First Trust DorseyWright DALI 1 ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's First Trust DorseyWright DALI 1 ETF position peaked at $78.4K in Q2 2026.
  • 3 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.