Cherry Tree Wealth Management »

Dimensional International Small Cap Etf shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Dimensional International Small Cap Etf (DFIS) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Dimensional International Small Cap Etf

Tip: Access up to 7 years of quarterly data

All positions including Dimensional International Small Cap Etf held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional International Small Cap Etf by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $181k 6.7k 26.83
2024-06-30 $186k 7.6k 24.63
2024-03-31 $189k 7.6k 25.06
2023-12-31 $178k 7.3k 24.17
2023-09-30 $151k 6.9k 21.94
2023-06-30 $99k 4.4k 22.82

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding Dimensional International Small Cap Etf

Jones Financial Companies, L.L
Matson Money
Mather Group
CI Private Wealth
Savant Capital Management
Envestnet Asset Management
Park Avenue Securities
Wescott Financial Advisory Group
TCI Wealth Advisors
Evanson Asset Management
Total Wealth Planning
Efficient Advisors
Forum Financial Management
Merriman Wealth Management
Edmonds Duncan Registered Investment Advisors

View all funds holding Dimensional International Small Cap Etf