Cherry Tree Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 22,676 shares of DFCF stock, worth $972,120. This represents 0.22% of its overall portfolio holdings.
Number of Shares
22,676
Previous 22,354
1.44%
Holding current value
$972,120
Previous $940 Million
1.92%
% of portfolio
0.22%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio