Cherry Tree Wealth Management, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 22,354 shares of DFCF stock, worth $930,149. This represents 0.23% of its overall portfolio holdings.
Number of Shares
22,354
Previous 22,306
0.22%
Holding current value
$930,149
Previous $921 Million
2.13%
% of portfolio
0.23%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio