Cherry Tree Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cherry Tree Wealth Management, LLC
- $456 Billion
- Q3 2025
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 103,427 shares of DUHP stock, worth $3.9 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
103,427
Previous 79,435
30.2%
Holding current value
$3.9 Million
Previous $2.82 Billion
38.29%
% of portfolio
0.86%
Previous 0.66%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio