Cherry Tree Wealth Management
DFAI icon

Cherry Tree Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$404K Hold
9,758
– – 0.08% 112
2026
Q2 		$403K Hold
9,758
– – 0.08% 115
2026
Q1 		$380K Sell
9,758
-1,656
-15% -$66.2K 0.08% 110
2025
Q4 		$435K Hold
11,414
– – 0.09% 107
2025
Q3 		$415K Hold
11,414
– – 0.09% 107
2025
Q2 		$395K Hold
11,414
– – 0.09% 108
2025
Q1 		$356K Buy
11,414
+2,000
+21% +$61.7K 0.09% 117
2024
Q4 		$275K Buy
9,414
+229
+2% +$6.94K 0.07% 139
2024
Q3 		$292K Buy
9,185
+20
+0.2% +$612 0.07% 141
2024
Q2 		$272K Hold
9,165
– – 0.07% 141
2024
Q1 		$277K Buy
9,165
+2,064
+29% +$59.8K 0.07% 139
2023
Q4 		$203K Buy
7,101
+141
+2% +$3.76K 0.05% 151
2023
Q3 		$182K Buy
6,960
+1,458
+26% +$39.6K 0.05% 147
2023
Q2 		$150K Buy
+5,502
New +$151K 0.04% 158

Other funds holding DFAI

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q3 2026 at 9,758 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #112.

Cherry Tree Wealth Management first reported a position in DFAI in Q2 2023 and has held it in 14 quarters since. The position peaked at $435K in Q4 2025. 287 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

  • Cherry Tree Wealth Management held 9,758 shares of Dimensional International Core Equity Market ETF worth $404K as of Q3 2026.
  • Cherry Tree Wealth Management left its Dimensional International Core Equity Market ETF share count unchanged in Q3 2026.
  • Dimensional International Core Equity Market ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Dimensional International Core Equity Market ETF position peaked at $435K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

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