Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
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 $139,452. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,221
Previous 757
589.7%
Holding current value
$139,452
Previous $21 Million
528.19%
% of portfolio
0.03%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
223Shares Held
121MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$599 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$592 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$414 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$169 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$161 Million3.18% of portfolio