Cherrydale Wealth Management, LLC Dimensional ETF Tr Transaction History
Cherrydale Wealth Management, LLC
- $312 Million
- Q3 2025
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 250,069 shares of DFAU stock, worth $11.4 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
250,069
Previous 251,963
0.75%
Holding current value
$11.4 Million
Previous $10.7 Million
7.21%
% of portfolio
3.67%
Previous 3.79%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$198 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
-
Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio