Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 99,511 shares of DFAT stock, worth $5.45 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

99,511

Previous 99,226 0.29%

Holding current value

$5.45 Million

Previous $5.11 Billion 5.1%

% of portfolio

1.25%

Previous 1.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$44.8 - $53.97 $12,768 - $15,381	285 Added 0.29%	99,511 $5.37 Billion
Q1 2025 Apr 21, 2025	SELL	$50.44 - $58.1 $31,171 - $35,905	-618 Reduced 0.62%	99,226 $5.11 Billion
Q4 2024 Feb 04, 2025	SELL	$54.54 - $61.04 $192,308 - $215,227	-3,526 Reduced 3.41%	99,844 $5.56 Billion
Q3 2024 Nov 12, 2024	SELL	$51.0 - $57.07 $23,103 - $25,852	-453 Reduced 0.44%	103,370 $5.75 Billion
Q2 2024 Aug 06, 2024	SELL	$50.18 - $54.47 $52,137 - $56,594	-1,039 Reduced 0.99%	103,823 $5.39 Billion
Q1 2024 May 01, 2024	SELL	$49.45 - $54.43 $201,409 - $221,693	-4,073 Reduced 3.74%	104,862 $5.71 Billion
Q4 2023 Feb 06, 2024	SELL	$42.71 - $53.09 $70,941 - $88,182	-1,661 Reduced 1.5%	108,935 $5.7 Billion
Q3 2023 Nov 14, 2023	SELL	$45.07 - $49.71 $31,368 - $34,598	-696 Reduced 0.63%	110,596 $5.05 Billion
Q2 2023 Aug 09, 2023	BUY	$41.44 - $46.39 $4.61 Million - $5.16 Million	111,292 New	111,292 $5.16 Billion

Others Institutions Holding DFAT

# of Institutions

774

Shares Held

170M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History