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 (DFUV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 130,859 | -11,824 | -8.3% | 1.29% | $6.1M | $46.59 |
| 2025 Q3 | REDUCED | 142,683 | -6,882 | -4.6% | 1.40% | $6.4M | $44.53 |
| 2025 Q2 | REDUCED | 149,565 | -84 | -0.1% | 1.47% | $6.3M | $41.95 |
| 2025 Q1 | ADDED | 149,649 | +1,718 | +1.2% | 1.49% | $6.2M | $40.69 |
| 2024 Q4 | REDUCED | 147,931 | -2,371 | -1.6% | 1.50% | $6.1M | $40.25 |
| 2024 Q3 | REDUCED | 150,302 | -1,575 | -1.0% | 1.49% | $6.3M | $40.83 |
| 2024 Q2 | REDUCED | 151,877 | -1,389 | -0.9% | 1.50% | $6.0M | $38.30 |
| 2024 Q1 | REDUCED | 153,266 | -1,255 | -0.8% | 1.58% | $6.3M | $39.71 |
| 2023 Q4 | ADDED | 154,521 | +246 | +0.2% | 1.54% | $5.8M | $36.00 |
| 2023 Q3 | REDUCED | 154,275 | -260 | -0.2% | 1.54% | $5.2M | $32.78 |
As of 2025 Q4 — sorted by position size