Cherry Tree Wealth Management
DFIP icon

Cherry Tree Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$101K Buy
+2,574
New +$104K 0.02% 228

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

Cherry Tree Wealth Management opened a new position in Dimensional Inflation-Protected Securities ETF (DFIP) in Q3 2026: 2,574 shares worth $101K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings.

72 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • Cherry Tree Wealth Management held 2,574 shares of Dimensional Inflation-Protected Securities ETF worth $101K as of Q3 2026.
  • Dimensional Inflation-Protected Securities ETF was a new Cherry Tree Wealth Management position in Q3 2026.
  • Dimensional Inflation-Protected Securities ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #228 holding.
  • 72 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

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