CTWM
DFIV icon

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
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 0.98% in Q1 2026, selling an estimated $16.7K and leaving 31,854 shares worth $1.68M. The position accounts for 0.36% of the portfolio, ranked #56.

Cherry Tree Wealth Management first reported a position in DFIV in Q2 2023 and has held it in 12 quarters since. 853 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Cherry Tree Wealth Management held 31,854 shares of Dimensional International Value ETF worth $1.68M as of Q1 2026.
  • Cherry Tree Wealth Management sold 316 Dimensional International Value ETF shares in Q1 2026, an estimated $16.7K.
  • Dimensional International Value ETF made up 0.36% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional International Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 853 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

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