CTWM
Cherry Tree Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
22,676
+322
| +1% | +$13.6K | 0.22% | 72 |
|
|
2025
Q1 | $940K | Buy |
22,354
+48
| +0.2% | +$2.02K | 0.23% | 72 |
|
|
2024
Q4 | $921K | Buy |
22,306
+1,122
| +5% | +$46.3K | 0.23% | 70 |
|
|
2024
Q3 | $915K | Sell |
21,184
-201
| -0.9% | -$8.68K | 0.22% | 74 |
|
|
2024
Q2 | $888K | Buy |
21,385
+1,245
| +6% | +$51.7K | 0.22% | 72 |
|
|
2024
Q1 | $845K | Buy |
20,140
+1,756
| +10% | +$73.7K | 0.21% | 71 |
|
|
2023
Q4 | $779K | Buy |
+18,384
| New | +$779K | 0.21% | 72 |
|