Cherrydale Wealth Management »

Dimensional Etf Trust shares owned by Cherrydale Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by Cherrydale Wealth Management from 13F filings

Historical chart of Cherrydale Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Cherrydale Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 33k 34.07
2024-06-30 $366k 11k 31.99
2024-03-31 $399k 13k 31.61
2023-12-31 $495k 17k 28.61
2023-09-30 $436k 17k 25.69

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)

View all positions for Cherrydale Wealth Management

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Merriman Wealth Management
Forum Financial Management
Vista Wealth Management Group
Pure Financial Advisors
Alesco Advisors
HighTower Advisors
Aprio Wealth Management
Colony
CI Private Wealth
Wealth Enhancement Advisory Services
Buckingham Asset Management
Pathstone Holdings
Foster Group

View all funds holding Dimensional Etf Trust