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

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 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 13,262 shares of DISV stock, worth $363,511. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,262
Previous 12,537 5.78%
Holding current value
$363,511
Previous $341 Million 4.67%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$26.23 - $28.56 $19,016 - $20,706
725 Added 5.78%
13,262 $357 Million
Q1 2024

May 01, 2024
SELL
$24.73 - $27.24 $25,496 - $28,084
-1,031 Reduced 7.6%
12,537 $341 Million
Q4 2023

Feb 06, 2024
BUY
$22.43 - $25.87 $7,581 - $8,744
338 Added 2.55%
13,568 $350 Million
Q3 2023

Nov 14, 2023
SELL
$23.27 - $25.13 $1,908 - $2,060
-82 Reduced 0.62%
13,230 $315 Million
Q2 2023

Aug 09, 2023
BUY
$23.01 - $24.6 $306,309 - $327,475
13,312 New
13,312 $315 Million

Others Institutions Holding DISV

# of Institutions
269
Shares Held
58.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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