Cherry Tree Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 151,877 shares of DFUV stock, worth $6.28 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
151,877
Previous 153,266
0.91%
Holding current value
$6.28 Million
Previous $6.27 Billion
4.85%
% of portfolio
1.5%
Previous 1.58%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$759 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio