CTWM
DFAI

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return