DFAC — DIMENSIONAL ETF TRUST

Ownership history in Cherry Tree Wealth Management, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.85% (2024 Q4)
Avg. % of fund
2.77%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 311,253 -5,727 -1.8% 2.60% $12.3M $39.59
2025 Q3 REDUCED 316,980 -19,044 -5.7% 2.68% $12.2M $38.48
2025 Q2 ADDED 336,024 +1,760 +0.5% 2.80% $12.0M $35.66
2025 Q1 ADDED 334,264 +1,584 +0.5% 2.66% $11.0M $32.72
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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