CTWM
DFSI

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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q1 2026 at 713 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #313.

Cherry Tree Wealth Management first reported a position in DFSI in Q2 2023 and has held it in 12 quarters since. The position peaked at $30.5K in Q4 2025. 229 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Cherry Tree Wealth Management held 713 shares of Dimensional International Sustainability Core 1 ETF worth $30.2K as of Q1 2026.
  • Cherry Tree Wealth Management left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #313 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Dimensional International Sustainability Core 1 ETF position peaked at $30.5K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

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