Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 12,913 shares of DISV stock, worth $345,810. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,913
Previous 13,262
2.63%
Holding current value
$345,810
Previous $357 Million
5.17%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
273Shares Held
58.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$230 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$166 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$41.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.2 Million1.2% of portfolio