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 Q3	$389K	Hold	4,690	–	–	0.07%	117
2026 Q2	$384K	Hold	4,690	–	–	0.07%	119
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

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

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q3 2026 at 4,690 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #117.

Cherry Tree Wealth Management first reported a position in DFUS in Q2 2023 and has held it in 14 quarters since. 304 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Cherry Tree Wealth Management held 4,690 shares of Dimensional US Equity ETF worth $389K as of Q3 2026.
Cherry Tree Wealth Management left its Dimensional US Equity ETF share count unchanged in Q3 2026.
Dimensional US Equity ETF made up 0.07% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #117 holding.
Cherry Tree Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 14 quarters since.
304 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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