Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,690 shares of DFUS stock, worth $311,650. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,690
Previous 4,690
-0.0%
Holding current value
$311,650
Previous $292 Million
2.49%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
716Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.75 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$529 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$386 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$318 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio