CTWM
DFSV

Cherry Tree Wealth Management’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.1K Buy
+1,962
New +$73.3K 0.01% 249

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Cherry Tree Wealth Management's DFSV Position: Q2 2026 in Review

Cherry Tree Wealth Management opened a new position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) in Q2 2026: 1,962 shares worth $76.1K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings.

584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Cherry Tree Wealth Management held 1,962 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $76.1K as of Q2 2026.
  • U.S. Small Cap Value Portfolio ETF Class Shares was a new Cherry Tree Wealth Management position in Q2 2026.
  • U.S. Small Cap Value Portfolio ETF Class Shares made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #249 holding.
  • 584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.