CTWM
Cherry Tree Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
107,342
-616
| -0.6% | -$18.1K | 0.73% | 37 |
|
|
2025
Q1 | $2.83M | Buy |
107,958
+9,783
| +10% | +$256K | 0.68% | 38 |
|
|
2024
Q4 | $2.44M | Buy |
98,175
+1,574
| +2% | +$39.1K | 0.6% | 42 |
|
|
2024
Q3 | $2.61M | Buy |
96,601
+1,979
| +2% | +$53.5K | 0.62% | 42 |
|
|
2024
Q2 | $2.41M | Sell |
94,622
-181
| -0.2% | -$4.6K | 0.6% | 42 |
|
|
2024
Q1 | $2.41M | Sell |
94,803
-557
| -0.6% | -$14.2K | 0.61% | 41 |
|
|
2023
Q4 | $2.33M | Sell |
95,360
-2,321
| -2% | -$56.7K | 0.62% | 38 |
|
|
2023
Q3 | $2.2M | Buy |
97,681
+1,772
| +2% | +$39.9K | 0.64% | 35 |
|
|
2023
Q2 | $2.24M | Buy |
+95,909
| New | +$2.24M | 0.65% | 34 |
|