Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,552 shares of DFAR stock, worth $108,292. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,552
              Previous 4,552
              
        
           -0.0%
        
      
          
        Holding current value
$108,292
            Previous $108 Million
            
        
           1.3%
        
      
          
        % of portfolio
0.02%
            Previous 0.03%
          
        Shares
	  1 transactions
	
  Others Institutions Holding DFAR
# of Institutions
278Shares Held
45.9MCall Options Held
9.6KPut Options Held
0- 
    
      Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
- 
    
      Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
- 
    
      Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$52.3 Million10.63% of portfolio
- 
    
      High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
- 
    
      Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio