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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$495K Sell
2025
Q1
$447K Hold
2024
Q4
$438K Hold
2024
Q3
$473K Hold
2024
Q2
$447K Buy
2024
Q1
$409K Sell
2023
Q4
$418K Sell
2023
Q3
$403K Buy
2023
Q2
$403K Buy