Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,552 shares of DFAR stock, worth $107,745. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,552
Previous 4,552
-0.0%
Holding current value
$107,745
Previous $117 Million
9.24%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
242Shares Held
40.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.5 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.3 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.2 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.8 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.4 Million2.99% of portfolio