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Cherry Tree Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87M Buy
26,314
+82
+0.3% +$6.02K 0.4% 52
2025
Q4 		$1.83M Sell
26,232
-241
-0.9% -$16.6K 0.39% 51
2025
Q3 		$1.81M Buy
26,473
+2,785
+12% +$186K 0.4% 50
2025
Q2 		$1.51M Sell
23,688
-1,785
-7% -$107K 0.35% 57
2025
Q1 		$1.52M Buy
25,473
+517
+2% +$33.2K 0.37% 53
2024
Q4 		$1.62M Buy
24,956
+220
+0.9% +$14.7K 0.4% 51
2024
Q3 		$1.6M Buy
24,736
+568
+2% +$35.6K 0.38% 51
2024
Q2 		$1.45M Buy
24,168
+836
+4% +$50.3K 0.36% 54
2024
Q1 		$1.45M Sell
23,332
-172
-0.7% -$10.2K 0.37% 54
2023
Q4 		$1.4M Buy
23,504
+1,432
+6% +$76.7K 0.37% 52
2023
Q3 		$1.16M Buy
22,072
+354
+2% +$19.5K 0.34% 51
2023
Q2 		$1.19M Buy
+21,718
New +$1.13M 0.35% 49

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return