Cherry Tree Wealth Management
DFAR icon

Cherry Tree Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares 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
Q3 		$78.1K Hold
3,231
– – 0.01% 247
2026
Q2 		$84.5K Hold
3,231
– – 0.02% 237
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

Root Financial Partners
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Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Fidato Wealth
Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Cherry Tree Wealth Management held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q3 2026 at 3,231 shares worth $78.1K. The position accounts for 0.01% of the portfolio, ranked #247.

Cherry Tree Wealth Management first reported a position in DFAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $117K in Q3 2024. 83 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Cherry Tree Wealth Management held 3,231 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $78.1K as of Q3 2026.
  • Cherry Tree Wealth Management left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q3 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #247 holding.
  • Cherry Tree Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $117K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

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