Cherry Tree Wealth Management, LLC Dimensional ETF Tr Transaction History

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 2025

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 11,414 shares of DFAI stock, worth $369,357. This represents 0.09% of its overall portfolio holdings.

Number of Shares

11,414

Previous 9,414 21.24%

Holding current value

$369,357

Previous $275 Million 29.67%

% of portfolio

0.09%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$28.88 - $32.4 $57,760 - $64,800	2,000 Added 21.24%	11,414 $356 Million
Q4 2024 Feb 04, 2025	BUY	$29.0 - $31.6 $6,641 - $7,236	229 Added 2.49%	9,414 $275 Million
Q3 2024 Nov 12, 2024	BUY	$28.69 - $32.06 $573 - $641	20 Added 0.22%	9,185 $292 Million
Q1 2024 May 01, 2024	BUY	$27.74 - $30.27 $57,255 - $62,477	2,064 Added 29.07%	9,165 $277 Million
Q4 2023 Feb 06, 2024	BUY	$24.88 - $28.69 $3,508 - $4,045	141 Added 2.03%	7,101 $203 Million
Q3 2023 Nov 14, 2023	BUY	$26.0 - $28.17 $37,908 - $41,071	1,458 Added 26.5%	6,960 $182 Million
Q2 2023 Aug 09, 2023	BUY	$26.46 - $28.05 $145,582 - $154,331	5,502 New	5,502 $150 Million

Others Institutions Holding DFAI

# of Institutions

629

Shares Held

235M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Cherry Tree Wealth Management, LLC Dimensional ETF Tr Transaction History