Cassady Schiller Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 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 146,892 shares of DFAC stock, worth $5.28 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
146,892
Previous 150,495
2.39%
Holding current value
$5.28 Million
Previous $5.16 Million
1.51%
% of portfolio
1.9%
Previous 1.99%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio