Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,690 shares of DFUS stock, worth $306,022. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,690
Previous 4,690
-0.0%
Holding current value
$306,022
Previous $267 Million
3.28%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
641Shares Held
124MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$519 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$382 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$329 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$239 Million0.23% of portfolio