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 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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cherry Tree Wealth Management's DFCF Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 44% in Q1 2026, buying an estimated $1.11M and bringing the position to 84,723 shares worth $3.58M. The position accounts for 0.76% of the portfolio, ranked #40.

Cherry Tree Wealth Management first reported a position in DFCF in Q4 2023 and has held it in 10 quarters since. 484 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Cherry Tree Wealth Management held 84,723 shares of Dimensional Core Fixed Income ETF worth $3.58M as of Q1 2026.
Cherry Tree Wealth Management bought 26,069 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $1.11M.
Dimensional Core Fixed Income ETF made up 0.76% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #40 holding.
Cherry Tree Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
484 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.