Cherry Tree Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 150,302 shares of DFUV stock, worth $6.54 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

150,302

Previous 151,877 1.04%

Holding current value

$6.54 Million

Previous $5.96 Billion 5.06%

% of portfolio

1.49%

Previous 1.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

630

Shares Held

261M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Cherry Tree Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History