CTWM
Cherry Tree Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$97.6K | 0.06% | 138 |
|
|
2023
Q3 | $306K | Sell |
6,574
-126
| -2% | -$5.87K | 0.09% | 113 |
|
|
2023
Q2 | $323K | Buy |
+6,700
| New | +$323K | 0.09% | 111 |
|