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Cherry Tree Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.92M Buy
163,979
+79,256
+94% +$3.35M 1.3% 27
2026
Q1 		$3.58M Buy
84,723
+26,069
+44% +$1.11M 0.76% 40
2025
Q4 		$2.5M Buy
58,654
+42,403
+261% +$1.82M 0.53% 46
2025
Q3 		$695K Sell
16,251
-6,425
-28% -$273K 0.15% 80
2025
Q2 		$958K Buy
22,676
+322
+1% +$13.4K 0.22% 72
2025
Q1 		$940K Buy
22,354
+48
+0.2% +$2K 0.23% 72
2024
Q4 		$921K Buy
22,306
+1,122
+5% +$47.2K 0.23% 70
2024
Q3 		$915K Sell
21,184
-201
-0.9% -$8.57K 0.22% 74
2024
Q2 		$888K Buy
21,385
+1,245
+6% +$51.6K 0.22% 72
2024
Q1 		$845K Buy
20,140
+1,756
+10% +$73.7K 0.21% 71
2023
Q4 		$779K Buy
+18,384
New +$752K 0.21% 72

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Cherry Tree Wealth Management's DFCF Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 94% in Q2 2026, buying an estimated $3.35M and bringing the position to 163,979 shares worth $6.92M. The position accounts for 1.3% of the portfolio, ranked #27.

Cherry Tree Wealth Management first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Cherry Tree Wealth Management held 163,979 shares of Dimensional Core Fixed Income ETF worth $6.92M as of Q2 2026.
  • Cherry Tree Wealth Management bought 79,256 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $3.35M.
  • Dimensional Core Fixed Income ETF made up 1.3% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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