CTWM
Cherry Tree Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 |
|