Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$588 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$581 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$222 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$159 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$158 Million3.18% of portfolio