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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.15M Sell
2025
Q1
$2.83M Buy
2024
Q4
$2.44M Buy
2024
Q3
$2.61M Buy
2024
Q2
$2.41M Sell
2024
Q1
$2.41M Sell
2023
Q4
$2.33M Sell
2023
Q3
$2.2M Buy
2023
Q2
$2.24M Buy