Cherry Tree Wealth Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFEV Stock Details DFEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.2K	Hold	454	–	–	﹤0.01%	367
2025 Q4	$15.3K	Hold	454	–	–	﹤0.01%	375
2025 Q3	$14.5K	Hold	454	–	–	﹤0.01%	371
2025 Q2	$13.6K	Hold	454	–	–	﹤0.01%	376
2025 Q1	$12.3K	Hold	454	–	–	﹤0.01%	398
2024 Q4	$11.9K	Hold	454	–	–	﹤0.01%	389
2024 Q3	$12.9K	Buy	+454	New	+$12.4K	﹤0.01%	389

Other funds holding DFEV

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q1 2026 at 454 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Cherry Tree Wealth Management first reported a position in DFEV in Q3 2024 and has held it in 7 quarters since. 271 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

Cherry Tree Wealth Management held 454 shares of Dimensional Emerging Markets Value ETF worth $16.2K as of Q1 2026.
Cherry Tree Wealth Management left its Dimensional Emerging Markets Value ETF share count unchanged in Q1 2026.
Dimensional Emerging Markets Value ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #367 holding.
Cherry Tree Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q3 2024 and has held it in 7 quarters since.
271 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

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