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Dimensional Etf Trust shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $76k 2.0k 38.79

More positions owned by Cherry Tree Wealth Management

Spdr Series Trust St Inter Bd Etf (SPIB)
Spdr Series Trust St Shor Corp Etf (SPSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Spdr Series Trust St Str Rate Etf (FLRN)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cherry Tree Wealth Management

Top funds holding Dimensional Etf Trust

Savant Capital Management
Mather Group
JMG Financial Group
Colony
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HPM Partners
Comprehensive Portfolio Management
CI Private Wealth
Modera Wealth Management
Index Fund Advisors
Pathstone Holdings
Envestnet Asset Management
LPL Financial
Buckingham Strategic Partners
Creative Planning

View all funds holding Dimensional Etf Trust