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
Quarter Operation Price Per share shares change shares Held SEC Form
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
528
Shares Held
166M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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