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 $14.2 Million. This represents 5.5% of its overall portfolio holdings.
Number of Shares
566,567
Previous 622,491
8.98%
Holding current value
$14.2 Million
Previous $16.8 Million
16.23%
% of portfolio
5.5%
Previous 6.88%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$187 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio