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
Others Institutions Holding DFAC
# of Institutions
903Shares Held
728MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.72 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$639 Million0.28% of portfolio