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 Q2	$4.04M	Sell	109,695 -165	-0.2%	-$6.06K	0.76%	41
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 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: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.15% in Q2 2026, selling an estimated $6.06K and leaving 109,695 shares worth $4.04M. The position accounts for 0.76% of the portfolio, ranked #41.

Cherry Tree Wealth Management first reported a position in DFAX in Q2 2023 and has held it in 13 quarters since. 714 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Cherry Tree Wealth Management held 109,695 shares of Dimensional World ex US Core Equity 2 ETF worth $4.04M as of Q2 2026.
Cherry Tree Wealth Management sold 165 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $6.06K.
Dimensional World ex US Core Equity 2 ETF made up 0.76% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #41 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 13 quarters since.
714 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.