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

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q1 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 153,266 shares of DFUV stock, worth $5.97 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
153,266
Previous 154,521 0.81%
Holding current value
$5.97 Million
Previous $5.75 Billion 8.99%
% of portfolio
1.58%
Previous 1.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
593
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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