Cherry Tree Wealth Management, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 21,184 shares of DFCF stock, worth $872,992. This represents 0.22% of its overall portfolio holdings.
Number of Shares
21,184
Previous 21,385
0.94%
Holding current value
$872,992
Previous $888 Million
2.99%
% of portfolio
0.22%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio