A detailed history of Cherry Tree Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 32,173 shares of DFIV stock, worth $1.17 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
32,173
Previous 31,349 2.63%
Holding current value
$1.17 Million
Previous $1.13 Billion 8.74%
% of portfolio
0.29%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$34.66 - $38.38 $28,559 - $31,625
824 Added 2.63%
32,173 $1.23 Billion
Q2 2024

Aug 06, 2024

SELL
$35.5 - $38.02 $21,300 - $22,812
-600 Reduced 1.88%
31,349 $1.13 Billion
Q1 2024

May 01, 2024

SELL
$33.15 - $36.75 $8,851 - $9,812
-267 Reduced 0.83%
31,949 $1.17 Billion
Q4 2023

Feb 06, 2024

SELL
$30.86 - $34.46 $14,319 - $15,989
-464 Reduced 1.42%
32,216 $1.11 Billion
Q3 2023

Nov 14, 2023

SELL
$32.1 - $34.42 $28,922 - $31,012
-901 Reduced 2.68%
32,680 $1.07 Billion
Q2 2023

Aug 09, 2023

BUY
$31.45 - $33.77 $1.06 Million - $1.13 Million
33,581 New
33,581 $1.1 Billion

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.