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 9,185 shares of DFAI stock, worth $273,621. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,185
Previous 9,165 0.22%
Holding current value
$273,621
Previous $272 Million 7.35%
% of portfolio
0.07%
Previous 0.07%

Shares

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

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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.