Cherrydale Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cherrydale Wealth Management, LLC
- $312 Million
- Q3 2025
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 54,603 shares of DUHP stock, worth $2.06 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
54,603
Previous 51,960
5.09%
Holding current value
$2.06 Million
Previous $1.85 Million
11.64%
% of portfolio
0.66%
Previous 0.66%
Shares
9 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