Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 99,226 shares of DFAT stock, worth $4.79 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
99,226
Previous 99,844
0.62%
Holding current value
$4.79 Million
Previous $5.56 Billion
8.06%
% of portfolio
1.23%
Previous 1.38%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
752Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$679 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$600 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$431 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$347 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$248 Million2.33% of portfolio