Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Cherry Tree Wealth Management, LLC

$430 Billion
Q2 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,740 shares of DFIS stock, worth $215,680. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,740

Previous 6,794 0.79%

Holding current value

$215,680

Previous $176 Million 14.56%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$23.2 - $29.84 $1,252 - $1,611	-54 Reduced 0.79%	6,740 $201 Million
Q4 2024 Feb 04, 2025	BUY	$24.25 - $26.7 $1,552 - $1,708	64 Added 0.95%	6,794 $167 Million
Q3 2024 Nov 12, 2024	SELL	$24.06 - $26.97 $19,825 - $22,223	-824 Reduced 10.91%	6,730 $181 Million
Q2 2024 Aug 06, 2024	BUY	$24.08 - $25.86 $48 - $51	2 Added 0.03%	7,554 $186 Million
Q1 2024 May 01, 2024	BUY	$23.13 - $25.1 $4,857 - $5,271	210 Added 2.86%	7,552 $189 Million
Q4 2023 Feb 06, 2024	BUY	$20.55 - $24.23 $9,679 - $11,412	471 Added 6.85%	7,342 $177 Million
Q3 2023 Nov 14, 2023	BUY	$21.81 - $23.89 $54,895 - $60,131	2,517 Added 57.81%	6,871 $151 Million
Q2 2023 Aug 09, 2023	BUY	$22.26 - $23.55 $96,920 - $102,536	4,354 New	4,354 $99.4 Million

Others Institutions Holding DFIS

# of Institutions

275

Shares Held

85.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History