CTWM
DFUS

Cherry Tree Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$333K Hold
4,690
– – 0.07% 123
2025
Q4 		$348K Hold
4,690
– – 0.07% 120
2025
Q3 		$340K Hold
4,690
– – 0.07% 118
2025
Q2 		$314K Hold
4,690
– – 0.07% 122
2025
Q1 		$284K Hold
4,690
– – 0.07% 132
2024
Q4 		$299K Hold
4,690
– – 0.07% 130
2024
Q3 		$292K Hold
4,690
– – 0.07% 142
2024
Q2 		$276K Hold
4,690
– – 0.07% 137
2024
Q1 		$267K Hold
4,690
– – 0.07% 140
2023
Q4 		$243K Sell
4,690
-1,884
-29% -$91.2K 0.06% 138
2023
Q3 		$306K Sell
6,574
-126
-2% -$6.09K 0.09% 113
2023
Q2 		$323K Buy
+6,700
New +$305K 0.09% 111

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return