CTWM
Cherry Tree Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$104K | 0.03% | 193 |
|