Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 24,956 shares of DFAS stock, worth $1.61 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

24,956

Previous 24,736 0.89%

Holding current value

$1.61 Million

Previous $1.6 Billion 1.23%

% of portfolio

0.4%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$63.58 - $71.15 $13,987 - $15,653	220 Added 0.89%	24,956 $1.62 Billion
Q3 2024 Nov 12, 2024	BUY	$59.25 - $65.33 $33,654 - $37,107	568 Added 2.35%	24,736 $1.6 Billion
Q2 2024 Aug 06, 2024	BUY	$57.42 - $62.37 $48,003 - $52,141	836 Added 3.58%	24,168 $1.45 Billion
Q1 2024 May 01, 2024	SELL	$56.66 - $62.34 $9,745 - $10,722	-172 Reduced 0.73%	23,332 $1.45 Billion
Q4 2023 Feb 06, 2024	BUY	$48.83 - $60.51 $69,924 - $86,650	1,432 Added 6.49%	23,504 $1.4 Billion
Q3 2023 Nov 14, 2023	BUY	$51.84 - $57.67 $18,351 - $20,415	354 Added 1.63%	22,072 $1.16 Billion
Q2 2023 Aug 09, 2023	BUY	$49.85 - $54.8 $1.08 Million - $1.19 Million	21,718 New	21,718 $1.19 Billion

Others Institutions Holding DFAS

# of Institutions

774

Shares Held

118M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History