Cherry Tree Wealth Management
DFEV icon

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
Q3 		$19.2K Hold
454
– – ﹤0.01% 370
2026
Q2 		$19.4K Hold
454
– – ﹤0.01% 375
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

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True Wealth Design
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Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
NorthAvenue LLC
NorthAvenue LLC Columbus, Ohio $142M AUM 13.52% 1-Year Est. Return
Cambridge Financial Group (Arizona)
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Cherry Tree Wealth Management's DFEV Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q3 2026 at 454 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Cherry Tree Wealth Management first reported a position in DFEV in Q3 2024 and has held it in 9 quarters since. The position peaked at $19.4K in Q2 2026. 124 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

  • Cherry Tree Wealth Management held 454 shares of Dimensional Emerging Markets Value ETF worth $19.2K as of Q3 2026.
  • Cherry Tree Wealth Management left its Dimensional Emerging Markets Value ETF share count unchanged in Q3 2026.
  • Dimensional Emerging Markets Value ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #370 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional Emerging Markets Value ETF in Q3 2024 and has held it in 9 quarters since.
  • Cherry Tree Wealth Management's Dimensional Emerging Markets Value ETF position peaked at $19.4K in Q2 2026.
  • 124 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.