Cherrydale Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cherrydale Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Cherrydale Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 11,428 shares of DUHP stock, worth $389,123. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,428
Previous 12,608
9.36%
Holding current value
$389,123
Previous $398,000
8.29%
% of portfolio
0.16%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio