Cherry Tree Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 31,349 shares of DFIV stock, worth $1.15 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
31,349
Previous 31,949
1.88%
Holding current value
$1.15 Million
Previous $1.17 Billion
4.04%
% of portfolio
0.28%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
539Shares Held
186MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$613 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$538 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$284 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio