Cassady Schiller Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 150,495 shares of DFAC stock, worth $5.24 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
150,495
Previous 150,495 -0.0%
Holding current value
$5.24 Million
Previous $4.85 Million 6.37%
% of portfolio
1.99%
Previous 2.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$30.09 - $32.37 $24,613 - $26,478
-818 Reduced 0.54%
150,495 $4.85 Million
Q1 2024

May 13, 2024
SELL
$28.62 - $31.95 $86,317 - $96,361
-3,016 Reduced 1.95%
151,313 $4.83 Million
Q4 2023

Feb 09, 2024
SELL
$24.91 - $29.38 $54,303 - $64,048
-2,180 Reduced 1.39%
154,329 $4.51 Million
Q2 2023

Aug 10, 2023
SELL
$24.86 - $27.15 $228,264 - $249,291
-9,182 Reduced 5.54%
156,509 $4.25 Million
Q1 2023

May 12, 2023
SELL
$24.18 - $26.58 $31,192 - $34,288
-1,290 Reduced 0.77%
165,691 $4.22 Million
Q4 2022

May 16, 2023
SELL
$22.49 - $25.81 $99,428 - $114,106
-4,421 Reduced 2.67%
161,270 $3.92 Million
Q4 2022

Feb 13, 2023
SELL
$22.49 - $25.81 $41,471 - $47,593
-1,844 Reduced 1.09%
166,981 $4.05 Million
Q3 2022

Nov 09, 2022
BUY
$22.24 - $26.54 $9,118 - $10,881
410 Added 0.24%
168,825 $3.76 Million
Q2 2022

Aug 11, 2022
SELL
$22.75 - $27.77 $27,800 - $33,934
-1,222 Reduced 0.72%
168,415 $3.92 Million
Q1 2022

May 12, 2022
BUY
$25.76 - $29.21 $6,491 - $7,360
252 Added 0.15%
169,637 $4.68 Million
Q4 2021

Feb 09, 2022
BUY
$26.63 - $29.09 $4.51 Million - $4.93 Million
169,385 New
169,385 $4.91 Million

Others Institutions Holding DFAC

# of Institutions
921
Shares Held
741M
Call Options Held
76K
Put Options Held
0
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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