Cassaday & CO Wealth Management LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,673 shares of DFUS stock, worth $358,533. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,673
Previous 5,673
-0.0%
Holding current value
$358,533
Previous $361,000
4.99%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
760Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.69 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$326 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$298 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$243 Million0.08% of portfolio