Cherry Tree Wealth Management, LLC Dimensional ETF Tr Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

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 32,207 shares of DFIV stock, worth $1.23 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

32,207

Previous 32,173 0.11%

Holding current value

$1.23 Million

Previous $1.23 Billion 6.73%

% of portfolio

0.28%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$34.86 - $37.97 $1,185 - $1,290	34 Added 0.11%	32,207 $1.14 Billion
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

# of Institutions

638

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Cherry Tree Wealth Management, LLC Dimensional ETF Tr Transaction History