Cherrydale Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cherrydale Wealth Management, LLC
- $282 Million
- Q2 2025
A detailed history of Cherrydale Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 1,170,032 shares of DFAC stock, worth $44 Million. This represents 14.87% of its overall portfolio holdings.
Number of Shares
1,170,032
Previous 1,162,725
0.63%
Holding current value
$44 Million
Previous $38.1 Million
9.95%
% of portfolio
14.87%
Previous 15.32%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,138Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.13 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.4 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$656 Million0.22% of portfolio