Cherrydale Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cherrydale Wealth Management, LLC
- $312 Million
- Q3 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 54,603 shares of DUHP stock, worth $2.03 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
54,603
Previous 51,960
5.09%
Holding current value
$2.03 Million
Previous $1.85 Million
11.64%
% of portfolio
0.66%
Previous 0.66%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
464Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.49 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.36 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$303 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$267 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$262 Million15.92% of portfolio