Cherry Tree Wealth Management, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 21,385 shares of DFCF stock, worth $901,805. This represents 0.22% of its overall portfolio holdings.
Number of Shares
21,385
Previous 20,140
6.18%
Holding current value
$901,805
Previous $845 Million
5.14%
% of portfolio
0.22%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
325Shares Held
92.4MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$433 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$323 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio