Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 103,823 shares of DFAT stock, worth $6.15 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
103,823
Previous 104,862
0.99%
Holding current value
$6.15 Million
Previous $5.71 Billion
5.65%
% of portfolio
1.35%
Previous 1.44%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
659Shares Held
157MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$837 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$736 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$520 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$436 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$307 Million2.46% of portfolio