Cherry Tree Wealth Management, LLC Dimensional ETF Tr Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

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 96,601 shares of DFAX stock, worth $2.4 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
96,601
Previous 94,622 2.09%
Holding current value
$2.4 Million
Previous $2.41 Billion 8.48%
% of portfolio
0.62%
Previous 0.6%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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