Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,221 shares of DIHP stock, worth $152,818. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,221
Previous 5,221
-0.0%
Holding current value
$152,818
Previous $132 Million
6.78%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
265Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$713 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$662 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$614 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$189 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$176 Million3.07% of portfolio