CTWM
Cherry Tree Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
6,740
-54
| -0.8% | -$1.61K | 0.05% | 158 |
|
|
2025
Q1 | $176K | Hold |
6,794
| – | – | 0.04% | 168 |
|
|
2024
Q4 | $167K | Buy |
6,794
+64
| +1% | +$1.57K | 0.04% | 168 |
|
|
2024
Q3 | $181K | Sell |
6,730
-824
| -11% | -$22.1K | 0.04% | 167 |
|
|
2024
Q2 | $186K | Buy |
7,554
+2
| +0% | +$49 | 0.05% | 161 |
|
|
2024
Q1 | $189K | Buy |
7,552
+210
| +3% | +$5.26K | 0.05% | 161 |
|
|
2023
Q4 | $177K | Buy |
7,342
+471
| +7% | +$11.4K | 0.05% | 156 |
|
|
2023
Q3 | $151K | Buy |
6,871
+2,517
| +58% | +$55.2K | 0.04% | 156 |
|
|
2023
Q2 | $99.4K | Buy |
+4,354
| New | +$99.4K | 0.03% | 191 |
|