Cherry Tree Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$569K	Sell	16,805 -161	-0.9%	-$5.63K	0.12%	88
2025 Q4	$553K	Hold	16,966	–	–	0.12%	91
2025 Q3	$535K	Sell	16,966 -126	-0.7%	-$3.8K	0.12%	91
2025 Q2	$495K	Sell	17,092 -182	-1%	-$4.88K	0.12%	93
2025 Q1	$447K	Hold	17,274	–	–	0.11%	100
2024 Q4	$438K	Hold	17,274	–	–	0.11%	100
2024 Q3	$473K	Hold	17,274	–	–	0.11%	103
2024 Q2	$447K	Buy	17,274 +716	+4%	+$18.1K	0.11%	101
2024 Q1	$409K	Sell	16,558 -797	-5%	-$19.1K	0.1%	101
2023 Q4	$418K	Sell	17,355 -482	-3%	-$11K	0.11%	98
2023 Q3	$403K	Buy	17,837 +638	+4%	+$15K	0.12%	92
2023 Q2	$403K	Buy	+17,199	New	+$398K	0.12%	93

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.95% in Q1 2026, selling an estimated $5.63K and leaving 16,805 shares worth $569K. The position accounts for 0.12% of the portfolio, ranked #88.

Cherry Tree Wealth Management first reported a position in DFAE in Q2 2023 and has held it in 12 quarters since. 672 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Cherry Tree Wealth Management held 16,805 shares of Dimensional Emerging Core Equity Market ETF worth $569K as of Q1 2026.
Cherry Tree Wealth Management sold 161 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $5.63K.
Dimensional Emerging Core Equity Market ETF made up 0.12% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #88 holding.
Cherry Tree Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and has held it in 12 quarters since.
672 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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