Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,552 shares of DFAR stock, worth $114,346. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,552
Previous 4,552
-0.0%
Holding current value
$114,346
Previous $102 Million
1.21%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
210Shares Held
35.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$74.1 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.4 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.1 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.3 Million2.99% of portfolio