Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 332,680 shares of DFAC stock, worth $11.5 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

332,680

Previous 344,038 3.3%

Holding current value

$11.5 Million

Previous $11.8 Billion 2.46%

% of portfolio

2.85%

Previous 2.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$33.92 - $36.6 $385,263 - $415,702	-11,358 Reduced 3.3%	332,680 $11.5 Billion
Q3 2024 Nov 12, 2024	SELL	$31.05 - $34.29 $207,972 - $229,674	-6,698 Reduced 1.91%	344,038 $11.8 Billion
Q2 2024 Aug 06, 2024	SELL	$30.09 - $32.37 $62,587 - $67,329	-2,080 Reduced 0.59%	350,736 $11.3 Billion
Q1 2024 May 01, 2024	SELL	$28.62 - $31.95 $84,228 - $94,028	-2,943 Reduced 0.83%	352,816 $11.3 Billion
Q4 2023 Feb 06, 2024	SELL	$24.91 - $29.38 $23,789 - $28,057	-955 Reduced 0.27%	355,759 $10.4 Billion
Q3 2023 Nov 14, 2023	SELL	$26.05 - $28.22 $62,155 - $67,332	-2,386 Reduced 0.66%	356,714 $9.35 Billion
Q2 2023 Aug 09, 2023	BUY	$24.86 - $27.15 $8.93 Million - $9.75 Million	359,100 New	359,100 $9.75 Billion

Others Institutions Holding DFAC

# of Institutions

1,056

Shares Held

797M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History