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 Q3	$652K	Sell	16,593 -31,145	-65%	-$1.22M	0.12%	85
2026 Q2	$1.92M	Buy	47,738 +30,933	+184%	+$1.2M	0.36%	56
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Cherry Tree Wealth Management's DFAE Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 65% in Q3 2026, selling an estimated $1.22M and leaving 16,593 shares worth $652K. The position accounts for 0.12% of the portfolio, ranked #85.

Cherry Tree Wealth Management first reported a position in DFAE in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.92M in Q2 2026. 244 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Cherry Tree Wealth Management held 16,593 shares of Dimensional Emerging Core Equity Market ETF worth $652K as of Q3 2026.
Cherry Tree Wealth Management sold 31,145 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $1.22M.
Dimensional Emerging Core Equity Market ETF made up 0.12% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #85 holding.
Cherry Tree Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $1.92M in Q2 2026.
244 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.