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

Cassaday & CO Wealth Management LLC

  • $3.55 Billion
  • Q1 2025

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 51,047 shares of DFAC stock, worth $1.77 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
51,047
Previous 50,831 0.42%
Holding current value
$1.77 Million
Previous $1.76 Million 4.21%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$32.42 - $36.13 $7,002 - $7,804
216 Added 0.42%
51,047 $1.68 Million
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
1,092
Shares Held
814M
Call Options Held
46.6K
Put Options Held
600
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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