Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Cherry Tree Wealth Management, LLC

$430 Billion
Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 336,024 shares of DFAC stock, worth $13 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

336,024

Previous 334,264 0.53%

Holding current value

$13 Million

Previous $11 Billion 9.21%

% of portfolio

2.8%

Previous 2.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$29.12 - $35.84 $51,251 - $63,078	1,760 Added 0.53%	336,024 $12 Billion
Q1 2025 Apr 21, 2025	BUY	$32.42 - $36.13 $51,353 - $57,229	1,584 Added 0.48%	334,264 $11 Billion
Q4 2024 Feb 04, 2025	SELL	$33.92 - $36.6 $385,263 - $415,702	-11,358 Reduced 3.3%	332,680 $11.5 Billion
Q3 2024 Nov 12, 2024	SELL	$31.05 - $34.29 $207,972 - $229,674	-6,698 Reduced 1.91%	344,038 $11.8 Billion
Q2 2024 Aug 06, 2024	SELL	$30.09 - $32.37 $62,587 - $67,329	-2,080 Reduced 0.59%	350,736 $11.3 Billion
Q1 2024 May 01, 2024	SELL	$28.62 - $31.95 $84,228 - $94,028	-2,943 Reduced 0.83%	352,816 $11.3 Billion
Q4 2023 Feb 06, 2024	SELL	$24.91 - $29.38 $23,789 - $28,057	-955 Reduced 0.27%	355,759 $10.4 Billion
Q3 2023 Nov 14, 2023	SELL	$26.05 - $28.22 $62,155 - $67,332	-2,386 Reduced 0.66%	356,714 $9.35 Billion
Q2 2023 Aug 09, 2023	BUY	$24.86 - $27.15 $8.93 Million - $9.75 Million	359,100 New	359,100 $9.75 Billion

Others Institutions Holding DFAC

# of Institutions

1,176

Shares Held

809M

Call Options Held

10.4K

Put Options Held

20.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History