Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 777 shares of DFIC stock, worth $20,831. This represents 0.01% of its overall portfolio holdings.

Number of Shares
777
Previous 777 -0.0%
Holding current value
$20,831
Previous $20.4 Million 7.03%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$22.18 - $25.58 $288 - $332
13 Added 1.7%
777 $19.8 Million
Q3 2023

Nov 14, 2023
SELL
$23.25 - $25.17 $976 - $1,057
-42 Reduced 5.21%
764 $17.8 Million
Q2 2023

Aug 09, 2023
BUY
$23.45 - $24.88 $18,900 - $20,053
806 New
806 $19.6 Million

Others Institutions Holding DFIC

# of Institutions
375
Shares Held
238M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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