Cherry Tree Wealth Management, LLC
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1985414
MINNETONKA, MN
All Filings in DFLV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFLV | $40,388 | 1,131 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 DFLV | $39,752 | 1,162 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 DFLV | $36,848 | 1,120 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 DFLV | $33,780 | 1,089 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 DFLV | $33,290 | 1,089 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 DFLV | $32,702 | 1,089 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 DFLV | $33,552 | 1,089 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DFLV | $31,482 | 1,089 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 DFLV | $38,027 | 1,268 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 DFLV | $34,299 | 1,268 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 DFLV | $31,459 | 1,268 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 DFLV | $32,207 | 1,268 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||