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Cherry Tree Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Cherry Tree Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.3M Sell
129,946
-913
-0.7% -$44.8K 1.33% 24
2025
Q4 		$6.1M Sell
130,859
-11,824
-8% -$536K 1.29% 24
2025
Q3 		$6.38M Sell
142,683
-6,882
-5% -$300K 1.4% 21
2025
Q2 		$6.32M Sell
149,565
-84
-0.1% -$3.37K 1.47% 19
2025
Q1 		$6.17M Buy
149,649
+1,718
+1% +$72.1K 1.49% 19
2024
Q4 		$6.05M Sell
147,931
-2,371
-2% -$101K 1.5% 18
2024
Q3 		$6.27M Sell
150,302
-1,575
-1% -$63.7K 1.49% 19
2024
Q2 		$5.96M Sell
151,877
-1,389
-0.9% -$55K 1.5% 20
2024
Q1 		$6.27M Sell
153,266
-1,255
-0.8% -$47.9K 1.58% 20
2023
Q4 		$5.75M Buy
154,521
+246
+0.2% +$8.47K 1.54% 21
2023
Q3 		$5.25M Sell
154,275
-260
-0.2% -$9.11K 1.54% 21
2023
Q2 		$5.33M Buy
+154,535
New +$5.16M 1.55% 20

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.7% in Q1 2026, selling an estimated $44.8K and leaving 129,946 shares worth $6.3M. The position accounts for 1.33% of the portfolio, ranked #24.

Cherry Tree Wealth Management first reported a position in DFUV in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.38M in Q3 2025. 768 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Cherry Tree Wealth Management held 129,946 shares of Dimensional US Marketwide Value ETF worth $6.3M as of Q1 2026.
  • Cherry Tree Wealth Management sold 913 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $44.8K.
  • Dimensional US Marketwide Value ETF made up 1.33% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Dimensional US Marketwide Value ETF position peaked at $6.38M in Q3 2025.
  • 768 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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