CTWM
Cherry Tree Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
23,688
-1,785
| -7% | -$114K | 0.35% | 57 |
|
|
2025
Q1 | $1.52M | Buy |
25,473
+517
| +2% | +$30.9K | 0.37% | 53 |
|
|
2024
Q4 | $1.62M | Buy |
24,956
+220
| +0.9% | +$14.3K | 0.4% | 51 |
|
|
2024
Q3 | $1.6M | Buy |
24,736
+568
| +2% | +$36.8K | 0.38% | 51 |
|
|
2024
Q2 | $1.45M | Buy |
24,168
+836
| +4% | +$50.2K | 0.36% | 54 |
|
|
2024
Q1 | $1.45M | Sell |
23,332
-172
| -0.7% | -$10.7K | 0.37% | 54 |
|
|
2023
Q4 | $1.4M | Buy |
23,504
+1,432
| +6% | +$85.4K | 0.37% | 52 |
|
|
2023
Q3 | $1.16M | Buy |
22,072
+354
| +2% | +$18.6K | 0.34% | 51 |
|
|
2023
Q2 | $1.19M | Buy |
+21,718
| New | +$1.19M | 0.35% | 49 |
|