Cherry Tree Wealth Management, LLC Dimensional ETF Tr Transaction History

Cherry Tree Wealth Management, LLC

$456 Billion
Q3 2025

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 16,966 shares of DFAE stock, worth $551,395. This represents 0.12% of its overall portfolio holdings.

Number of Shares

16,966

Previous 17,092 0.74%

Holding current value

$551,395

Previous $495 Million 8.11%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	SELL	$28.84 - $31.84 $3,633 - $4,011	-126 Reduced 0.74%	16,966 $535 Million
Q2 2025 Aug 05, 2025	SELL	$22.87 - $28.95 $4,162 - $5,268	-182 Reduced 1.05%	17,092 $495 Million
Q2 2024 Aug 06, 2024	BUY	$24.03 - $26.3 $17,205 - $18,830	716 Added 4.32%	17,274 $447 Million
Q1 2024 May 01, 2024	SELL	$22.74 - $24.88 $18,123 - $19,829	-797 Reduced 4.59%	16,558 $409 Million
Q4 2023 Feb 06, 2024	SELL	$21.63 - $24.11 $10,425 - $11,621	-482 Reduced 2.7%	17,355 $418 Million

Q3 2023 Nov 14, 2023	BUY	$22.43 - $24.83 $14,310 - $15,841	638 Added 3.71%	17,837 $403 Million
Q2 2023 Aug 09, 2023	BUY	$22.38 - $24.3 $384,913 - $417,935	17,199 New	17,199 $403 Million

Others Institutions Holding DFAE

# of Institutions

635

Shares Held

186M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Cherry Tree Wealth Management, LLC Dimensional ETF Tr Transaction History