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
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio