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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 $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.31% in Q1 2026, buying an estimated $6.02K and bringing the position to 26,314 shares worth $1.87M. The position accounts for 0.4% of the portfolio, ranked #52.

Cherry Tree Wealth Management first reported a position in DFAS in Q2 2023 and has held it in 12 quarters since. 890 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Cherry Tree Wealth Management held 26,314 shares of Dimensional US Small Cap ETF worth $1.87M as of Q1 2026.
  • Cherry Tree Wealth Management bought 82 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $6.02K.
  • Dimensional US Small Cap ETF made up 0.4% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 890 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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