Cherry Tree Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Cherry Tree Wealth Management, LLC

144,911

Previous 130,629 10.93%

$3.96 Billion

Previous $3.5 Billion 12.92%

0.87%

Previous 0.81%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	BUY	N/A	14,282 Added 10.93%	144,911 $3.96 Billion
Q2 2025 Aug 05, 2025	BUY	N/A	3,423 Added 2.69%	130,629 $3.5 Billion
Q1 2025 Apr 21, 2025	BUY	N/A	2,416 Added 1.94%	127,206 $3.34 Billion
Q4 2024 Feb 04, 2025	BUY	N/A	4,338 Added 3.6%	124,790 $3.19 Billion
Q3 2024 Nov 12, 2024	BUY	N/A	33,676 Added 38.81%	120,452 $3.48 Billion

Q2 2024 Aug 06, 2024	BUY	N/A	5,455 Added 6.71%	86,776 $2.17 Billion
Q1 2024 May 01, 2024	BUY	N/A	8,567 Added 11.78%	81,321 $2.08 Billion
Q4 2023 Feb 06, 2024	BUY	N/A	13,309 Added 22.39%	72,754 $1.89 Billion
Q3 2023 Nov 14, 2023	BUY	N/A	2,611 Added 4.59%	59,445 $1.33 Billion
Q2 2023 Aug 09, 2023	BUY	N/A	56,834 New	56,834 $1.39 Billion

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