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 13,129 shares of DISV stock, worth $360,128. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,129

Previous 12,913 1.67%

Holding current value

$360,128

Previous $375 Million 7.04%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$26.18 - $28.77 $5,654 - $6,214	216 Added 1.67%	13,129 $349 Million
Q3 2024 Nov 12, 2024	SELL	$26.06 - $29.18 $9,094 - $10,183	-349 Reduced 2.63%	12,913 $375 Million
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

290

Shares Held

63M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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