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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 4,690 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #123.

Cherry Tree Wealth Management first reported a position in DFUS in Q2 2023 and has held it in 12 quarters since. The position peaked at $348K in Q4 2025. 854 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Cherry Tree Wealth Management held 4,690 shares of Dimensional US Equity ETF worth $333K as of Q1 2026.
Cherry Tree Wealth Management left its Dimensional US Equity ETF share count unchanged in Q1 2026.
Dimensional US Equity ETF made up 0.07% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #123 holding.
Cherry Tree Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Dimensional US Equity ETF position peaked at $348K in Q4 2025.
854 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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