CTWM
Cherry Tree Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Sell |
149,565
-84
| -0.1% | -$3.55K | 1.47% | 19 |
|
|
2025
Q1 | $6.17M | Buy |
149,649
+1,718
| +1% | +$70.8K | 1.49% | 19 |
|
|
2024
Q4 | $6.05M | Sell |
147,931
-2,371
| -2% | -$97K | 1.5% | 18 |
|
|
2024
Q3 | $6.27M | Sell |
150,302
-1,575
| -1% | -$65.7K | 1.49% | 19 |
|
|
2024
Q2 | $5.96M | Sell |
151,877
-1,389
| -0.9% | -$54.5K | 1.5% | 20 |
|
|
2024
Q1 | $6.27M | Sell |
153,266
-1,255
| -0.8% | -$51.3K | 1.58% | 20 |
|
|
2023
Q4 | $5.75M | Buy |
154,521
+246
| +0.2% | +$9.16K | 1.54% | 21 |
|
|
2023
Q3 | $5.25M | Sell |
154,275
-260
| -0.2% | -$8.85K | 1.54% | 21 |
|
|
2023
Q2 | $5.33M | Buy |
+154,535
| New | +$5.33M | 1.55% | 20 |
|