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 39,793 shares of DUHP stock, worth $1.37 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
39,793Holding current value
$1.37 Million% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$287 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio