Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 350,736 shares of DFAC stock, worth $12.6 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
350,736
Previous 352,816 0.59%
Holding current value
$12.6 Million
Previous $11.3 Billion 0.31%
% of portfolio
2.84%
Previous 2.83%

Shares

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

Aug 06, 2024
SELL
$30.09 - $32.37 $62,587 - $67,329
-2,080 Reduced 0.59%
350,736 $11.3 Billion
Q1 2024

May 01, 2024
SELL
$28.62 - $31.95 $84,228 - $94,028
-2,943 Reduced 0.83%
352,816 $11.3 Billion
Q4 2023

Feb 06, 2024
SELL
$24.91 - $29.38 $23,789 - $28,057
-955 Reduced 0.27%
355,759 $10.4 Billion
Q3 2023

Nov 14, 2023
SELL
$26.05 - $28.22 $62,155 - $67,332
-2,386 Reduced 0.66%
356,714 $9.35 Billion
Q2 2023

Aug 09, 2023
BUY
$24.86 - $27.15 $8.93 Million - $9.75 Million
359,100 New
359,100 $9.75 Billion

Others Institutions Holding DFAC

# of Institutions
903
Shares Held
728M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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