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

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 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 99,844 shares of DFAT stock, worth $5.12 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

99,844

Previous 103,370 3.41%

Holding current value

$5.12 Million

Previous $5.75 Billion 3.36%

% of portfolio

1.38%

Previous 1.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

753

Shares Held

168M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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