CTWM
Cherry Tree Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
11,414
| – | – | 0.09% | 108 |
|
|
2025
Q1 | $356K | Buy |
11,414
+2,000
| +21% | +$62.5K | 0.09% | 117 |
|
|
2024
Q4 | $275K | Buy |
9,414
+229
| +2% | +$6.69K | 0.07% | 139 |
|
|
2024
Q3 | $292K | Buy |
9,185
+20
| +0.2% | +$636 | 0.07% | 141 |
|
|
2024
Q2 | $272K | Hold |
9,165
| – | – | 0.07% | 141 |
|
|
2024
Q1 | $277K | Buy |
9,165
+2,064
| +29% | +$62.4K | 0.07% | 139 |
|
|
2023
Q4 | $203K | Buy |
7,101
+141
| +2% | +$4.04K | 0.05% | 151 |
|
|
2023
Q3 | $182K | Buy |
6,960
+1,458
| +26% | +$38.1K | 0.05% | 147 |
|
|
2023
Q2 | $150K | Buy |
+5,502
| New | +$150K | 0.04% | 158 |
|