Cassaday & CO Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 50,831 shares of DFAC stock, worth $1.83 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
50,831
Previous 50,831 -0.0%
Holding current value
$1.83 Million
Previous $1.64 Million 6.35%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$30.09 - $32.37 $271,953 - $292,560
-9,038 Reduced 15.1%
50,831 $1.64 Million
Q1 2024

May 08, 2024
BUY
$28.62 - $31.95 $354,344 - $395,572
12,381 Added 26.07%
59,869 $1.91 Million
Q4 2023

Feb 09, 2024
BUY
$24.91 - $29.38 $98,220 - $115,845
3,943 Added 9.06%
47,488 $1.39 Million
Q4 2022

Feb 07, 2023
BUY
$22.49 - $25.81 $979,327 - $1.12 Million
43,545 New
43,545 $0

Others Institutions Holding DFAC

# of Institutions
917
Shares Held
740M
Call Options Held
76K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email