Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 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 79,435 shares of DUHP stock, worth $2.99 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
79,435
Previous 70,536
12.62%
Holding current value
$2.99 Million
Previous $2.34 Billion
20.84%
% of portfolio
0.66%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
486Shares Held
221MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio