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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 78% in Q1 2026, buying an estimated $22.1K and bringing the position to 1,389 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #271.

Cherry Tree Wealth Management first reported a position in DFIC in Q2 2023 and has held it in 12 quarters since. 613 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Cherry Tree Wealth Management held 1,389 shares of Dimensional International Core Equity 2 ETF worth $49.4K as of Q1 2026.
  • Cherry Tree Wealth Management bought 608 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $22.1K.
  • Dimensional International Core Equity 2 ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #271 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional International Core Equity 2 ETF in Q2 2023 and has held it in 12 quarters since.
  • 613 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

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