Cherry Tree Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History

Cherry Tree Wealth Management, LLC

$456 Billion
Q3 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 16,251 shares of DFCF stock, worth $694,242. This represents 0.15% of its overall portfolio holdings.

Number of Shares

16,251

Previous 22,676 28.33%

Holding current value

$694,242

Previous $958 Million 27.49%

% of portfolio

0.15%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	SELL	$41.8 - $43.15 $268,565 - $277,238	-6,425 Reduced 28.33%	16,251 $695 Million
Q2 2025 Aug 05, 2025	BUY	$41.1 - $42.37 $13,234 - $13,643	322 Added 1.44%	22,676 $958 Million
Q1 2025 Apr 21, 2025	BUY	$40.79 - $42.32 $1,957 - $2,031	48 Added 0.22%	22,354 $940 Million
Q4 2024 Feb 04, 2025	BUY	$41.17 - $43.34 $46,192 - $48,627	1,122 Added 5.3%	22,306 $921 Million
Q3 2024 Nov 12, 2024	SELL	$41.34 - $43.55 $8,309 - $8,753	-201 Reduced 0.94%	21,184 $915 Million
Q2 2024 Aug 06, 2024	BUY	$40.79 - $41.97 $50,783 - $52,252	1,245 Added 6.18%	21,385 $888 Million
Q1 2024 May 01, 2024	BUY	$41.54 - $42.6 $72,944 - $74,805	1,756 Added 9.55%	20,140 $845 Million
Q4 2023 Feb 06, 2024	BUY	$39.52 - $42.54 $726,535 - $782,055	18,384 New	18,384 $779 Million

Others Institutions Holding DFCF

# of Institutions

442

Shares Held

137M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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Cherry Tree Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History