Cherry Tree Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 94,622 shares of DFAX stock, worth $2.51 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
94,622
Previous 94,803
0.19%
Holding current value
$2.51 Million
Previous $2.41 Billion
0.27%
% of portfolio
0.6%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$298 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$258 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$196 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$194 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$146 Million21.36% of portfolio