Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 24,168 shares of DFAS stock, worth $1.57 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
24,168
Previous 23,332
3.58%
Holding current value
$1.57 Million
Previous $1.45 Billion
0.17%
% of portfolio
0.36%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
663Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$738 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$453 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$437 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$289 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$177 Million1.82% of portfolio