Cherry Tree Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 150,302 shares of DFUV stock, worth $6.21 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
150,302
Previous 151,877
1.04%
Holding current value
$6.21 Million
Previous $5.96 Billion
5.06%
% of portfolio
1.49%
Previous 1.5%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$765 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$450 Million0.65% of portfolio