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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

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