Cherry Tree Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 32,173 shares of DFIV stock, worth $1.14 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
32,173
Previous 31,349 2.63%
Holding current value
$1.14 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

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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