Cassaday & CO Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,673 shares of DFUS stock, worth $352,520. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,673
Previous 5,673
-0.0%
Holding current value
$352,520
Previous $323,000
3.1%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$368 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$258 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$231 Million0.23% of portfolio