Cherrydale Wealth Management, LLC Dimensional ETF Tr Transaction History

Cherrydale Wealth Management, LLC

$317 Million
Q4 2025

A detailed history of Cherrydale Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 250,239 shares of DFAU stock, worth $11.5 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares

250,239

Previous 250,069 0.07%

Holding current value

$11.5 Million

Previous $11.4 Million 0.48%

% of portfolio

3.62%

Previous 3.67%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$44.77 - $47.01 $7,610 - $7,991	170 Added 0.07%	250,239 $11.5 Million
Q3 2025 Oct 14, 2025	SELL	$42.42 - $45.96 $80,343 - $87,048	-1,894 Reduced 0.75%	250,069 $11.4 Million
Q2 2025 Jul 14, 2025	BUY	$34.04 - $42.36 $233,446 - $290,504	6,858 Added 2.8%	251,963 $10.7 Million
Q1 2025 Apr 14, 2025	BUY	$37.84 - $42.29 $42,002 - $46,941	1,110 Added 0.45%	245,105 $9.37 Million
Q4 2024 Jan 15, 2025	BUY	$39.27 - $42.38 $35,853 - $38,692	913 Added 0.38%	243,995 $9.88 Million

Q3 2024 Oct 11, 2024	BUY	$35.8 - $39.69 $311,352 - $345,183	8,697 Added 3.71%	243,082 $9.65 Million
Q2 2024 Jul 11, 2024	SELL	$34.53 - $37.67 $121,890 - $132,975	-3,530 Reduced 1.48%	234,385 $8.79 Million
Q1 2024 Apr 12, 2024	SELL	$32.59 - $36.54 $433,870 - $486,457	-13,313 Reduced 5.3%	237,915 $8.69 Million
Q4 2023 Jan 08, 2024	BUY	$28.58 - $33.37 $45,613 - $53,258	1,596 Added 0.64%	251,228 $8.35 Million
Q3 2023 Oct 10, 2023	BUY	$29.79 - $32.13 $1.18 Million - $1.28 Million	39,759 Added 18.94%	249,632 $7.48 Million
Q2 2023 Jul 17, 2023	SELL	$28.25 - $30.99 $258,318 - $283,372	-9,144 Reduced 4.18%	209,873 $6.5 Million
Q1 2023 Apr 14, 2023	BUY	$26.87 - $29.65 $361,885 - $399,326	13,468 Added 6.55%	219,017 $6.3 Million
Q4 2022 Jan 18, 2023	BUY	$25.24 - $28.83 $1.41 Million - $1.61 Million	55,745 Added 37.21%	205,549 $0
Q3 2022 Oct 24, 2022	BUY	$25.15 - $30.14 $973,782 - $1.17 Million	38,719 Added 34.86%	149,804 $3.77 Million
Q2 2022 Jul 07, 2022	BUY	$25.69 - $31.79 $2.85 Million - $3.53 Million	111,085 New	111,085 $2.94 Million

Others Institutions Holding DFAU

# of Institutions

552

Shares Held

153M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
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Industry ETFs

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Cherrydale Wealth Management, LLC Dimensional ETF Tr Transaction History