Cherry Tree Wealth Management’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$52.2K	Hold	1,389	–	–	0.01%	277
2026 Q2	$51.8K	Hold	1,389	–	–	0.01%	274
2026 Q1	$49.4K	Buy	1,389 +608	+78%	+$22.1K	0.01%	271
2025 Q4	$26.9K	Hold	781	–	–	0.01%	322
2025 Q3	$25.6K	Hold	781	–	–	0.01%	313
2025 Q2	$24.3K	Hold	781	–	–	0.01%	318
2025 Q1	$21.7K	Buy	781 +4	+0.5%	+$109	0.01%	346
2024 Q4	$20.1K	Hold	777	–	–	0.01%	339
2024 Q3	$21.9K	Hold	777	–	–	0.01%	333
2024 Q2	$20.4K	Hold	777	–	–	0.01%	327
2024 Q1	$20.8K	Hold	777	–	–	0.01%	314
2023 Q4	$19.8K	Buy	777 +13	+2%	+$309	0.01%	304
2023 Q3	$17.8K	Sell	764 -42	-5%	-$1.02K	0.01%	300
2023 Q2	$19.6K	Buy	+806	New	+$19.6K	0.01%	293

Other funds holding DFIC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q3 2026 at 1,389 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #277.

Cherry Tree Wealth Management first reported a position in DFIC in Q2 2023 and has held it in 14 quarters since. 265 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Cherry Tree Wealth Management held 1,389 shares of Dimensional International Core Equity 2 ETF worth $52.2K as of Q3 2026.
Cherry Tree Wealth Management left its Dimensional International Core Equity 2 ETF share count unchanged in Q3 2026.
Dimensional International Core Equity 2 ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #277 holding.
Cherry Tree Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2023 and has held it in 14 quarters since.
265 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

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