Cherry Tree Wealth Management, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 21,184 shares of DFCF stock, worth $890,363. This represents 0.22% of its overall portfolio holdings.
Number of Shares
21,184
Previous 21,385
0.94%
Holding current value
$890,363
Previous $888 Million
2.99%
% of portfolio
0.22%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
330Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$441 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$112 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$87.5 Million12.12% of portfolio