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

Cherry Tree Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8M Sell
303,985
-7,268
-2% -$293K 2.5% 11
2025
Q4 		$12.3M Sell
311,253
-5,727
-2% -$224K 2.6% 10
2025
Q3 		$12.2M Sell
316,980
-19,044
-6% -$711K 2.68% 9
2025
Q2 		$12M Buy
336,024
+1,760
+0.5% +$58.7K 2.8% 9
2025
Q1 		$11M Buy
334,264
+1,584
+0.5% +$55K 2.66% 9
2024
Q4 		$11.5M Sell
332,680
-11,358
-3% -$400K 2.85% 8
2024
Q3 		$11.8M Sell
344,038
-6,698
-2% -$221K 2.8% 8
2024
Q2 		$11.3M Sell
350,736
-2,080
-0.6% -$65.6K 2.84% 9
2024
Q1 		$11.3M Sell
352,816
-2,943
-0.8% -$88.8K 2.83% 10
2023
Q4 		$10.4M Sell
355,759
-955
-0.3% -$25.8K 2.78% 10
2023
Q3 		$9.35M Sell
356,714
-2,386
-0.7% -$65.1K 2.74% 11
2023
Q2 		$9.75M Buy
+359,100
New +$9.26M 2.84% 12

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cherry Tree Wealth Management's DFAC Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.3% in Q1 2026, selling an estimated $293K and leaving 303,985 shares worth $11.8M. The position accounts for 2.5% of the portfolio, ranked #11.

Cherry Tree Wealth Management first reported a position in DFAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.3M in Q4 2025. 1,177 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Cherry Tree Wealth Management held 303,985 shares of Dimensional US Core Equity 2 ETF worth $11.8M as of Q1 2026.
  • Cherry Tree Wealth Management sold 7,268 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $293K.
  • Dimensional US Core Equity 2 ETF made up 2.5% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $12.3M in Q4 2025.
  • 1,177 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.