Cherrydale Wealth Management, LLC Dimensional ETF Tr Transaction History

Cherrydale Wealth Management, LLC

  • $256 Million
  • Q4 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 566,567 shares of DFAX stock, worth $14.9 Million. This represents 5.5% of its overall portfolio holdings.

Number of Shares
566,567
Previous 622,491 8.98%
Holding current value
$14.9 Million
Previous $16.8 Million 16.23%
% of portfolio
5.5%
Previous 6.88%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$24.76 - $27.04 $1.38 Million - $1.51 Million
-55,924 Reduced 8.98%
566,567 $14.1 Million
Q3 2024

Oct 11, 2024
BUY
$24.29 - $27.25 $64,659 - $72,539
2,662 Added 0.43%
622,491 $16.8 Million
Q2 2024

Jul 11, 2024
BUY
$24.57 - $26.36 $966,755 - $1.04 Million
39,347 Added 6.78%
619,829 $15.8 Million
Q1 2024

Apr 12, 2024
BUY
$23.42 - $25.45 $775,272 - $842,471
33,103 Added 6.05%
580,482 $14.8 Million
Q4 2023

Jan 08, 2024
BUY
$21.44 - $24.42 $471,958 - $537,557
22,013 Added 4.19%
547,379 $13.4 Million
Q3 2023

Oct 10, 2023
BUY
$22.41 - $24.35 $2.5 Million - $2.72 Million
111,526 Added 26.95%
525,366 $11.8 Million
Q2 2023

Jul 17, 2023
BUY
$22.56 - $24.03 $60,054 - $63,967
2,662 Added 0.65%
413,840 $9.65 Million
Q1 2023

Apr 14, 2023
BUY
$21.74 - $23.72 $204,421 - $223,039
9,403 Added 2.34%
411,178 $9.48 Million
Q4 2022

Jan 18, 2023
SELL
$18.81 - $22.36 $14,935 - $17,753
-794 Reduced 0.2%
401,775 $0
Q3 2022

Oct 24, 2022
SELL
$18.89 - $22.64 $1.04 Million - $1.24 Million
-54,927 Reduced 12.01%
402,569 $7.6 Million
Q2 2022

Jul 07, 2022
SELL
$21.22 - $25.37 $839,696 - $1 Million
-39,571 Reduced 7.96%
457,496 $9.81 Million
Q1 2022

Apr 26, 2022
BUY
$23.26 - $26.72 $828,451 - $951,686
35,617 Added 7.72%
497,067 $12.4 Million
Q4 2021

Feb 01, 2022
BUY
$25.17 - $26.82 $11.6 Million - $12.4 Million
461,450 New
461,450 $12 Million

Others Institutions Holding DFAX

# of Institutions
568
Shares Held
241M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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