Cherry Tree Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024
Number of Shares
1,089
Previous 1,268 14.12%
Holding current value
$31.5 Million
Previous $38 Million 17.21%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
N/A
-179 Reduced 14.12%
1,089 $31.5 Million
Q2 2023

Aug 09, 2023
BUY
N/A
1,268 New
1,268 $32.2 Million
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