Cherrydale Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Cherrydale Wealth Management, LLC

$249 Million
Q1 2025

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 43,139 shares of DUHP stock, worth $1.56 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

43,139

Previous 41,496 3.96%

Holding current value

$1.56 Million

Previous $1.4 Million 1.07%

% of portfolio

0.57%

Previous 0.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$32.57 - $35.82 $53,512 - $58,852	1,643 Added 3.96%	43,139 $1.42 Million
Q4 2024 Jan 15, 2025	BUY	$33.62 - $35.69 $294,981 - $313,144	8,774 Added 26.81%	41,496 $1.4 Million
Q3 2024 Oct 11, 2024	BUY	$30.74 - $34.07 $654,577 - $725,486	21,294 Added 186.33%	32,722 $1.11 Million
Q2 2024 Jul 11, 2024	SELL	$29.72 - $32.4 $35,069 - $38,232	-1,180 Reduced 9.36%	11,428 $365,000
Q1 2024 Apr 12, 2024	SELL	$28.16 - $31.61 $131,676 - $147,808	-4,676 Reduced 27.05%	12,608 $398,000
Q4 2023 Jan 08, 2024	BUY	$24.79 - $28.64 $7,759 - $8,964	313 Added 1.84%	17,284 $494,000
Q3 2023 Oct 10, 2023	BUY	$25.64 - $27.32 $435,136 - $463,647	16,971 New	16,971 $435,000

Others Institutions Holding DUHP

# of Institutions

418

Shares Held

228M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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Cherrydale Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History