Cherry Tree Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 107,958 shares of DFAX stock, worth $2.91 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

107,958

Previous 98,175 9.96%

Holding current value

$2.91 Million

Previous $2.44 Billion 15.89%

% of portfolio

0.68%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$24.45 - $27.2 $239,194 - $266,097	9,783 Added 9.96%	107,958 $2.83 Billion
Q4 2024 Feb 04, 2025	BUY	$24.76 - $27.04 $38,972 - $42,560	1,574 Added 1.63%	98,175 $2.44 Billion
Q3 2024 Nov 12, 2024	BUY	$24.29 - $27.25 $48,069 - $53,927	1,979 Added 2.09%	96,601 $2.61 Billion
Q2 2024 Aug 06, 2024	SELL	$24.57 - $26.36 $4,447 - $4,771	-181 Reduced 0.19%	94,622 $2.41 Billion
Q1 2024 May 01, 2024	SELL	$23.42 - $25.45 $13,044 - $14,175	-557 Reduced 0.58%	94,803 $2.41 Billion
Q4 2023 Feb 06, 2024	SELL	$21.44 - $24.42 $49,762 - $56,678	-2,321 Reduced 2.38%	95,360 $2.33 Billion
Q3 2023 Nov 14, 2023	BUY	$22.41 - $24.35 $39,710 - $43,148	1,772 Added 1.85%	97,681 $2.2 Billion
Q2 2023 Aug 09, 2023	BUY	$22.56 - $24.03 $2.16 Million - $2.3 Million	95,909 New	95,909 $2.24 Billion

Others Institutions Holding DFAX

# of Institutions

588

Shares Held

245M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Cherry Tree Wealth Management, LLC Dimensional ETF Tr Transaction History