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 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%	+$3.77K	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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cherry Tree Wealth Management's DFAI Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 15% in Q1 2026, selling an estimated $66.2K and leaving 9,758 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #110.

Cherry Tree Wealth Management first reported a position in DFAI in Q2 2023 and has held it in 12 quarters since. The position peaked at $435K in Q4 2025. 796 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

Cherry Tree Wealth Management held 9,758 shares of Dimensional International Core Equity Market ETF worth $380K as of Q1 2026.
Cherry Tree Wealth Management sold 1,656 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $66.2K.
Dimensional International Core Equity Market ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #110 holding.
Cherry Tree Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Dimensional International Core Equity Market ETF position peaked at $435K in Q4 2025.
796 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.