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 9,165 shares of DFAI stock, worth $281,182. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,165
Previous 9,165
-0.0%
Holding current value
$281,182
Previous $277 Million
1.82%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
528Shares Held
166MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$167 Million17.91% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$157 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio