CTWM
DFAR icon

Cherry Tree Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.4K Hold
3,231
– – 0.02% 233
2025
Q4 		$74K Sell
3,231
-1,321
-29% -$30.9K 0.02% 234
2025
Q3 		$109K Hold
4,552
– – 0.02% 213
2025
Q2 		$107K Hold
4,552
– – 0.02% 209
2025
Q1 		$108K Hold
4,552
– – 0.03% 206
2024
Q4 		$106K Hold
4,552
– – 0.03% 204
2024
Q3 		$117K Hold
4,552
– – 0.03% 201
2024
Q2 		$101K Hold
4,552
– – 0.03% 204
2024
Q1 		$102K Hold
4,552
– – 0.03% 205
2023
Q4 		$104K Buy
+4,552
New +$93.3K 0.03% 193

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Dimensional US Real Estate ETF (DFAR) position steady in Q1 2026 at 3,231 shares worth $76.4K. The position accounts for 0.02% of the portfolio, ranked #233.

Cherry Tree Wealth Management first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $117K in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Cherry Tree Wealth Management held 3,231 shares of Dimensional US Real Estate ETF worth $76.4K as of Q1 2026.
  • Cherry Tree Wealth Management left its Dimensional US Real Estate ETF share count unchanged in Q1 2026.
  • Dimensional US Real Estate ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #233 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Cherry Tree Wealth Management's Dimensional US Real Estate ETF position peaked at $117K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

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