Cherry Tree Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12M Buy
2025
Q1
$11M Buy
2024
Q4
$11.5M Sell
2024
Q3
$11.8M Sell
2024
Q2
$11.3M Sell
2024
Q1
$11.3M Sell
2023
Q4
$10.4M Sell
2023
Q3
$9.35M Sell
2023
Q2
$9.75M Buy