Cherry Tree Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 32,173 shares of DFIV stock, worth $1.16 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
32,173
Previous 31,349
2.63%
Holding current value
$1.16 Million
Previous $1.13 Billion
8.74%
% of portfolio
0.29%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
560Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$701 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$685 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$404 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$280 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$244 Million0.04% of portfolio