CTWM
DFAE icon

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
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return