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 5,221 shares of DIHP stock, worth $140,236. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,221
Previous 757
589.7%
Holding current value
$140,236
Previous $21 Million
528.19%
% of portfolio
0.03%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
233Shares Held
123MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$603 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$595 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$416 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$170 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$161 Million3.18% of portfolio