Cherry Tree Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$32.2K	Hold	713	–	–	0.01%	321
2026 Q2	$32.2K	Hold	713	–	–	0.01%	324
2026 Q1	$30.2K	Hold	713	–	–	0.01%	313
2025 Q4	$30.5K	Hold	713	–	–	0.01%	309
2025 Q3	$29.2K	Hold	713	–	–	0.01%	303
2025 Q2	$28.1K	Hold	713	–	–	0.01%	302
2025 Q1	$24.9K	Hold	713	–	–	0.01%	316
2024 Q4	$23.4K	Hold	713	–	–	0.01%	316
2024 Q3	$25.5K	Hold	713	–	–	0.01%	311
2024 Q2	$23.5K	Hold	713	–	–	0.01%	313
2024 Q1	$24K	Hold	713	–	–	0.01%	308
2023 Q4	$22.8K	Hold	713	–	–	0.01%	294
2023 Q3	$20.5K	Hold	713	–	–	0.01%	289
2023 Q2	$21.7K	Buy	+713	New	+$21.7K	0.01%	282

Other funds holding DFSI

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

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

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q3 2026 at 713 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #321.

Cherry Tree Wealth Management first reported a position in DFSI in Q2 2023 and has held it in 14 quarters since. 98 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Cherry Tree Wealth Management held 713 shares of Dimensional International Sustainability Core 1 ETF worth $32.2K as of Q3 2026.
Cherry Tree Wealth Management left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q3 2026.
Dimensional International Sustainability Core 1 ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #321 holding.
Cherry Tree Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2023 and has held it in 14 quarters since.
98 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

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