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

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 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 99,226 shares of DFAT stock, worth $4.87 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
99,226
Previous 99,844 0.62%
Holding current value
$4.87 Million
Previous $5.56 Billion 8.06%
% of portfolio
1.23%
Previous 1.38%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
758
Shares Held
167M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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