Cherry Tree Wealth Management, LLC DFAC Holdings History
Cherry Tree Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 334,264.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $11.03 Mil. This investment constitutes 2.66% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.04% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 1 purchases of DFAC, at an average price of $25.73, for a total of 360,684.00 shares. In addition, there have been 6 sales at an average price of $32.81 for 26,420.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Cherry Tree Wealth Management, LLC's estimated gain on his DFAC holdings is $3.80 Mil, reflecting a 40.92% gain to date.
Cherry Tree Wealth Management, LLC DFAC ($36.53) Holding Chart
Cherry Tree Wealth Management, LLC DFAC ($36.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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