Cherry Tree Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.37M Buy
2025
Q1
$5.11M Sell
2024
Q4
$5.56M Sell
2024
Q3
$5.75M Sell
2024
Q2
$5.39M Sell
2024
Q1
$5.71M Sell
2023
Q4
$5.7M Sell
2023
Q3
$5.05M Sell
2023
Q2
$5.16M Buy