Cherrydale Wealth Management, LLC Dimensional ETF Tr Transaction History

Cherrydale Wealth Management, LLC

  • $244 Million
  • Q3 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 243,082 shares of DFAU stock, worth $9.9 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares
243,082
Previous 234,385 3.71%
Holding current value
$9.9 Million
Previous $8.79 Million 9.79%
% of portfolio
3.95%
Previous 3.85%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$35.8 - $39.69 $311,352 - $345,183
8,697 Added 3.71%
243,082 $9.65 Million
Q2 2024

Jul 11, 2024
SELL
$34.53 - $37.67 $121,890 - $132,975
-3,530 Reduced 1.48%
234,385 $8.79 Million
Q1 2024

Apr 12, 2024
SELL
$32.59 - $36.54 $433,870 - $486,457
-13,313 Reduced 5.3%
237,915 $8.69 Million
Q4 2023

Jan 08, 2024
BUY
$28.58 - $33.37 $45,613 - $53,258
1,596 Added 0.64%
251,228 $8.35 Million
Q3 2023

Oct 10, 2023
BUY
$29.79 - $32.13 $1.18 Million - $1.28 Million
39,759 Added 18.94%
249,632 $7.48 Million
Q2 2023

Jul 17, 2023
SELL
$28.25 - $30.99 $258,318 - $283,372
-9,144 Reduced 4.18%
209,873 $6.5 Million
Q1 2023

Apr 14, 2023
BUY
$26.87 - $29.65 $361,885 - $399,326
13,468 Added 6.55%
219,017 $6.3 Million
Q4 2022

Jan 18, 2023
BUY
$25.24 - $28.83 $1.41 Million - $1.61 Million
55,745 Added 37.21%
205,549 $0
Q3 2022

Oct 24, 2022
BUY
$25.15 - $30.14 $973,782 - $1.17 Million
38,719 Added 34.86%
149,804 $3.77 Million
Q2 2022

Jul 07, 2022
BUY
$25.69 - $31.79 $2.85 Million - $3.53 Million
111,085 New
111,085 $2.94 Million

Others Institutions Holding DFAU

# of Institutions
412
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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