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

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 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 24,168 shares of DFAS stock, worth $1.57 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
24,168
Previous 23,332 3.58%
Holding current value
$1.57 Million
Previous $1.45 Billion 0.17%
% of portfolio
0.36%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
663
Shares Held
105M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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