CHERRYDALE WEALTH MANAGEMENT, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, CHERRYDALE WEALTH MANAGEMENT, LLC opened 5 positions, added to 19, reduced 7, sold out of 4 and left 3 unchanged. The largest increase in value was DFAC (+$48,348,693); the largest decrease was DFAC (-$42,009,197).
- DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2026-03-31 1,081,040; Shares 2026-06-30 0.
- DUHP: Country of operation —; Class US HIGH PROFITAB; Shares 2026-03-31 55,194; Shares 2026-06-30 0.
- HIMU: Country of operation —; Class ISHARES HIGH YIE; Shares 2026-03-31 40,651; Shares 2026-06-30 0.
- DNL: Country of operation —; Class GLOBAL EX US QUA; Shares 2026-03-31 10,381; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1907327): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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