Cherrydale Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Cherrydale Wealth Management, LLC

  • $256 Million
  • Q4 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 18,000 shares of DFUV stock, worth $766,620. This represents 0.29% of its overall portfolio holdings.

Number of Shares
18,000
Previous 17,926 0.41%
Holding current value
$766,620
Previous $747,000 1.47%
% of portfolio
0.29%
Previous 0.31%

Shares

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

Jan 15, 2025
BUY
$40.38 - $44.35 $2,988 - $3,281
74 Added 0.41%
18,000 $736,000
Q3 2024

Oct 11, 2024
BUY
$38.51 - $41.69 $2,849 - $3,085
74 Added 0.41%
17,926 $747,000
Q2 2024

Jul 11, 2024
SELL
$38.53 - $40.76 $68,198 - $72,145
-1,770 Reduced 9.02%
17,852 $701,000
Q1 2024

Apr 12, 2024
SELL
$36.22 - $40.9 $258,393 - $291,780
-7,134 Reduced 26.66%
19,622 $802,000
Q4 2023

Jan 08, 2024
BUY
$31.85 - $37.39 $29,047 - $34,099
912 Added 3.53%
26,756 $995,000
Q3 2023

Oct 10, 2023
BUY
$33.83 - $36.19 $874,302 - $935,294
25,844 New
25,844 $879,000

Others Institutions Holding DFUV

# of Institutions
644
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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