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

Cherry Tree Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity

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