Cherrydale Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Cherrydale Wealth Management, LLC

  • $256 Million
  • Q4 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 41,496 shares of DUHP stock, worth $1.45 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
41,496
Previous 32,722 26.81%
Holding current value
$1.45 Million
Previous $1.11 Million 25.85%
% of portfolio
0.55%
Previous 0.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$33.62 - $35.69 $294,981 - $313,144
8,774 Added 26.81%
41,496 $1.4 Million
Q3 2024

Oct 11, 2024
BUY
$30.74 - $34.07 $654,577 - $725,486
21,294 Added 186.33%
32,722 $1.11 Million
Q2 2024

Jul 11, 2024
SELL
$29.72 - $32.4 $35,069 - $38,232
-1,180 Reduced 9.36%
11,428 $365,000
Q1 2024

Apr 12, 2024
SELL
$28.16 - $31.61 $131,676 - $147,808
-4,676 Reduced 27.05%
12,608 $398,000
Q4 2023

Jan 08, 2024
BUY
$24.79 - $28.64 $7,759 - $8,964
313 Added 1.84%
17,284 $494,000
Q3 2023

Oct 10, 2023
BUY
$25.64 - $27.32 $435,136 - $463,647
16,971 New
16,971 $435,000

Others Institutions Holding DUHP

# of Institutions
367
Shares Held
216M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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