Cassaday & CO Wealth Management LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,673 shares of DFUS stock, worth $366,986. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,673
Previous 5,673
-0.0%
Holding current value
$366,986
Previous $333,000
5.71%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$566 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$266 Million0.08% of portfolio