CTWM
DFAX icon

Cherry Tree Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.73M Buy
109,860
+4
+0% +$139 0.79% 39
2025
Q4 		$3.6M Buy
109,856
+2,165
+2% +$69.1K 0.76% 40
2025
Q3 		$3.38M Buy
107,691
+349
+0.3% +$10.6K 0.74% 39
2025
Q2 		$3.15M Sell
107,342
-616
-0.6% -$17K 0.73% 37
2025
Q1 		$2.83M Buy
107,958
+9,783
+10% +$254K 0.68% 38
2024
Q4 		$2.44M Buy
98,175
+1,574
+2% +$40.7K 0.6% 42
2024
Q3 		$2.61M Buy
96,601
+1,979
+2% +$51.3K 0.62% 42
2024
Q2 		$2.41M Sell
94,622
-181
-0.2% -$4.63K 0.6% 42
2024
Q1 		$2.41M Sell
94,803
-557
-0.6% -$13.6K 0.61% 41
2023
Q4 		$2.33M Sell
95,360
-2,321
-2% -$53.1K 0.62% 38
2023
Q3 		$2.2M Buy
97,681
+1,772
+2% +$41.4K 0.64% 35
2023
Q2 		$2.24M Buy
+95,909
New +$2.23M 0.65% 34

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0% in Q1 2026, buying an estimated $139 and bringing the position to 109,860 shares worth $3.73M. The position accounts for 0.79% of the portfolio, ranked #39.

Cherry Tree Wealth Management first reported a position in DFAX in Q2 2023 and has held it in 12 quarters since. 698 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Cherry Tree Wealth Management held 109,860 shares of Dimensional World ex US Core Equity 2 ETF worth $3.73M as of Q1 2026.
  • Cherry Tree Wealth Management bought 4 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $139.
  • Dimensional World ex US Core Equity 2 ETF made up 0.79% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2023 and has held it in 12 quarters since.
  • 698 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

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