A detailed history of Cherry Tree Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 150,302 shares of DFUV stock, worth $6.15 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
150,302
Previous 151,877 1.04%
Holding current value
$6.15 Million
Previous $5.96 Billion 5.06%
% of portfolio
1.49%
Previous 1.5%

Shares

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

Nov 12, 2024

SELL
$38.51 - $41.69 $60,653 - $65,661
-1,575 Reduced 1.04%
150,302 $6.27 Billion
Q2 2024

Aug 06, 2024

SELL
$38.53 - $40.76 $53,518 - $56,615
-1,389 Reduced 0.91%
151,877 $5.96 Billion
Q1 2024

May 01, 2024

SELL
$36.22 - $40.9 $45,456 - $51,329
-1,255 Reduced 0.81%
153,266 $6.27 Billion
Q4 2023

Feb 06, 2024

BUY
$31.85 - $37.39 $7,835 - $9,197
246 Added 0.16%
154,521 $5.75 Billion
Q3 2023

Nov 14, 2023

SELL
$33.83 - $36.19 $8,795 - $9,409
-260 Reduced 0.17%
154,275 $5.25 Billion
Q2 2023

Aug 09, 2023

BUY
$32.32 - $34.5 $4.99 Million - $5.33 Million
154,535 New
154,535 $5.33 Billion

Others Institutions Holding DFUV

About DIMENSIONAL ETF TR US MARKETWI


  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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