CTWM
Cherry Tree Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
17,092
-182
| -1% | -$5.27K | 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% | +$18.5K | 0.11% | 101 |
|
|
2024
Q1 | $409K | Sell |
16,558
-797
| -5% | -$19.7K | 0.1% | 101 |
|
|
2023
Q4 | $418K | Sell |
17,355
-482
| -3% | -$11.6K | 0.11% | 98 |
|
|
2023
Q3 | $403K | Buy |
17,837
+638
| +4% | +$14.4K | 0.12% | 92 |
|
|
2023
Q2 | $403K | Buy |
+17,199
| New | +$403K | 0.12% | 93 |
|