Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,730 shares of DFIS stock, worth $165,288. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,730
Previous 7,554 10.91%
Holding current value
$165,288
Previous $186 Million 2.96%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
195
Shares Held
78.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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