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Cherry Tree Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.4K Sell
1,131
-31
-3% -$1.12K 0.01% 290
2025
Q4 		$39.8K Buy
1,162
+42
+4% +$1.4K 0.01% 286
2025
Q3 		$36.8K Buy
1,120
+31
+3% +$992 0.01% 284
2025
Q2 		$33.8K Hold
1,089
– – 0.01% 285
2025
Q1 		$33.3K Hold
1,089
– – 0.01% 291
2024
Q4 		$32.7K Hold
1,089
– – 0.01% 286
2024
Q3 		$33.6K Hold
1,089
– – 0.01% 290
2024
Q2 		$31.5K Sell
1,089
-179
-14% -$5.21K 0.01% 288
2024
Q1 		$38K Hold
1,268
– – 0.01% 272
2023
Q4 		$34.3K Hold
1,268
– – 0.01% 267
2023
Q3 		$31.5K Hold
1,268
– – 0.01% 256
2023
Q2 		$32.2K Buy
+1,268
New +$31.1K 0.01% 255

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 2.7% in Q1 2026, selling an estimated $1.12K and leaving 1,131 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #290.

Cherry Tree Wealth Management first reported a position in DFLV in Q2 2023 and has held it in 12 quarters since. 367 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Cherry Tree Wealth Management held 1,131 shares of Dimensional US Large Cap Value ETF worth $40.4K as of Q1 2026.
  • Cherry Tree Wealth Management sold 31 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $1.12K.
  • Dimensional US Large Cap Value ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #290 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 367 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

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