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 344,038 shares of DFAC stock, worth $12.3 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
344,038
Previous 350,736 1.91%
Holding current value
$12.3 Million
Previous $11.3 Billion 4.33%
% of portfolio
2.8%
Previous 2.84%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$31.05 - $34.29 $207,972 - $229,674
-6,698 Reduced 1.91%
344,038 $11.8 Billion
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

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.