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

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

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 344,038 shares of DFAC stock, worth $12.5 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

344,038

Previous 350,736 1.91%

Holding current value

$12.5 Million

Previous $11.3 Billion 4.33%

% of portfolio

2.8%

Previous 2.84%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

919

Shares Held

740M

Call Options Held

76K

Put Options Held

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