Cherry Tree Wealth Management, LLC Dimensional ETF Tr Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 9,185 shares of DFAI stock, worth $269,671. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,185
Previous 9,165 0.22%
Holding current value
$269,671
Previous $272 Million 7.35%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$28.69 - $32.06 $573 - $641
20 Added 0.22%
9,185 $292 Million
Q1 2024

May 01, 2024
BUY
$27.74 - $30.27 $57,255 - $62,477
2,064 Added 29.07%
9,165 $277 Million
Q4 2023

Feb 06, 2024
BUY
$24.88 - $28.69 $3,508 - $4,045
141 Added 2.03%
7,101 $203 Million
Q3 2023

Nov 14, 2023
BUY
$26.0 - $28.17 $37,908 - $41,071
1,458 Added 26.5%
6,960 $182 Million
Q2 2023

Aug 09, 2023
BUY
$26.46 - $28.05 $145,582 - $154,331
5,502 New
5,502 $150 Million

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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