Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 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 7,554 shares of DFIS stock, worth $200,558. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,554
Previous 7,552
0.03%
Holding current value
$200,558
Previous $189 Million
1.69%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
184Shares Held
61.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$568 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$173 Million1.96% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$110 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$69.3 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$69.2 Million3.04% of portfolio