Cherry Tree Wealth Management, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,690 shares of DFUS stock, worth $306,913. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,690
Previous 4,690 -0.0%
Holding current value
$306,913
Previous $276 Million 5.69%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Feb 06, 2024
SELL
$44.51 - $52.0 $83,856 - $97,968
-1,884 Reduced 28.66%
4,690 $243 Million
Q3 2023

Nov 14, 2023
SELL
$46.29 - $49.87 $5,832 - $6,283
-126 Reduced 1.88%
6,574 $306 Million
Q2 2023

Aug 09, 2023
BUY
$43.77 - $48.16 $293,259 - $322,672
6,700 New
6,700 $323 Million

Others Institutions Holding DFUS

# of Institutions
645
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email