Cherry Tree Wealth Management
DFLV icon

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
Q3 		$48.2K Buy
1,200
+69
+6% +$2.83K 0.01% 285
2026
Q2 		$44.7K Hold
1,131
– – 0.01% 290
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

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Cherry Tree Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 6.1% in Q3 2026, buying an estimated $2.83K and bringing the position to 1,200 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #285.

Cherry Tree Wealth Management first reported a position in DFLV in Q2 2023 and has held it in 14 quarters since. 135 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Cherry Tree Wealth Management held 1,200 shares of Dimensional US Large Cap Value ETF worth $48.2K as of Q3 2026.
  • Cherry Tree Wealth Management bought 69 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $2.83K.
  • Dimensional US Large Cap Value ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #285 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 14 quarters since.
  • 135 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

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