Cherry Tree Wealth Management, LLC Dimensional ETF Tr Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 17,274 shares of DFAE stock, worth $450,678. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,274
Previous 17,274
-0.0%
Holding current value
$450,678
Previous $473 Million
7.44%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
539Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$406 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$331 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$233 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$138 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$120 Million0.01% of portfolio