Cherry Tree Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.71M	Hold	48,562	–	–	0.51%	47
2026 Q2	$2.62M	Buy	48,562 +16,708	+52%	+$918K	0.49%	46
2026 Q1	$1.68M	Sell	31,854 -316	-1%	-$16.7K	0.36%	56
2025 Q4	$1.61M	Sell	32,170 -159	-0.5%	-$7.56K	0.34%	62
2025 Q3	$1.49M	Buy	32,329 +333	+1%	+$14.9K	0.33%	60
2025 Q2	$1.37M	Sell	31,996 -209	-0.6%	-$8.51K	0.32%	60
2025 Q1	$1.27M	Sell	32,205 -2	-0%	-$76	0.31%	62
2024 Q4	$1.14M	Buy	32,207 +34	+0.1%	+$1.25K	0.28%	65
2024 Q3	$1.23M	Buy	32,173 +824	+3%	+$30.5K	0.29%	61
2024 Q2	$1.13M	Sell	31,349 -600	-2%	-$22.1K	0.28%	64
2024 Q1	$1.17M	Sell	31,949 -267	-0.8%	-$9.25K	0.3%	61
2023 Q4	$1.11M	Sell	32,216 -464	-1%	-$15.1K	0.3%	60
2023 Q3	$1.07M	Sell	32,680 -901	-3%	-$30K	0.31%	55
2023 Q2	$1.1M	Buy	+33,581	New	+$1.1M	0.32%	54

Other funds holding DFIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $249M AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Dimensional International Value ETF (DFIV) position steady in Q3 2026 at 48,562 shares worth $2.71M. The position accounts for 0.51% of the portfolio, ranked #47.

Cherry Tree Wealth Management first reported a position in DFIV in Q2 2023 and has held it in 14 quarters since. 327 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Cherry Tree Wealth Management held 48,562 shares of Dimensional International Value ETF worth $2.71M as of Q3 2026.
Cherry Tree Wealth Management left its Dimensional International Value ETF share count unchanged in Q3 2026.
Dimensional International Value ETF made up 0.51% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #47 holding.
Cherry Tree Wealth Management first reported a position in Dimensional International Value ETF in Q2 2023 and has held it in 14 quarters since.
327 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

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