Cherry Tree Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 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 22,306 shares of DFCF stock, worth $936,852. This represents 0.23% of its overall portfolio holdings.
Number of Shares
22,306
Previous 21,184
5.3%
Holding current value
$936,852
Previous $915 Million
0.62%
% of portfolio
0.23%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio