Cherry Tree Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 17,274 shares of DFAE stock, worth $459,488. This represents 0.11% of its overall portfolio holdings.

Number of Shares
17,274
Previous 16,558 4.32%
Holding current value
$459,488
Previous $409 Million 9.18%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Aug 06, 2024
BUY
$24.03 - $26.3 $17,205 - $18,830
716 Added 4.32%
17,274 $447 Million
Q1 2024

May 01, 2024
SELL
$22.74 - $24.88 $18,123 - $19,829
-797 Reduced 4.59%
16,558 $409 Million
Q4 2023

Feb 06, 2024
SELL
$21.63 - $24.11 $10,425 - $11,621
-482 Reduced 2.7%
17,355 $418 Million
Q3 2023

Nov 14, 2023
BUY
$22.43 - $24.83 $14,310 - $15,841
638 Added 3.71%
17,837 $403 Million
Q2 2023

Aug 09, 2023
BUY
$22.38 - $24.3 $384,913 - $417,935
17,199 New
17,199 $403 Million

Others Institutions Holding DFAE

# of Institutions
464
Shares Held
136M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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