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

Cherrydale Wealth Management, LLC

  • $214 Million
  • Q1 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 19,622 shares of DFUV stock, worth $764,865. This represents 0.38% of its overall portfolio holdings.

Number of Shares
19,622
Previous 26,756 26.66%
Holding current value
$764,865
Previous $995,000 19.4%
% of portfolio
0.38%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
593
Shares Held
242M
Call Options Held
0
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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