CTWM
Cherry Tree Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
31,996
-209
| -0.6% | -$8.95K | 0.32% | 60 |
|
|
2025
Q1 | $1.27M | Sell |
32,205
-2
| -0% | -$79 | 0.31% | 62 |
|
|
2024
Q4 | $1.14M | Buy |
32,207
+34
| +0.1% | +$1.21K | 0.28% | 65 |
|
|
2024
Q3 | $1.23M | Buy |
32,173
+824
| +3% | +$31.4K | 0.29% | 61 |
|
|
2024
Q2 | $1.13M | Sell |
31,349
-600
| -2% | -$21.6K | 0.28% | 64 |
|
|
2024
Q1 | $1.17M | Sell |
31,949
-267
| -0.8% | -$9.81K | 0.3% | 61 |
|
|
2023
Q4 | $1.11M | Sell |
32,216
-464
| -1% | -$15.9K | 0.3% | 60 |
|
|
2023
Q3 | $1.07M | Sell |
32,680
-901
| -3% | -$29.4K | 0.31% | 55 |
|
|
2023
Q2 | $1.1M | Buy |
+33,581
| New | +$1.1M | 0.32% | 54 |
|