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

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

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 149,649 shares of DFUV stock, worth $5.89 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
149,649
Previous 147,931 1.16%
Holding current value
$5.89 Million
Previous $6.05 Billion 1.88%
% of portfolio
1.49%
Previous 1.5%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$39.96 - $43.3 $68,651 - $74,389
1,718 Added 1.16%
149,649 $6.17 Billion
Q4 2024

Feb 04, 2025
SELL
$40.38 - $44.35 $95,740 - $105,153
-2,371 Reduced 1.58%
147,931 $6.05 Billion
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
718
Shares Held
271M
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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