Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
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 23,688 shares of DFAS stock, worth $1.59 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
23,688
Previous 25,473
7.01%
Holding current value
$1.59 Million
Previous $1.52 Billion
0.84%
% of portfolio
0.35%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio