Cassady Schiller Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 243,660 shares of DFAE stock, worth $7.96 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares
243,660
Previous 184,529 32.04%
Holding current value
$7.96 Million
Previous $5.06 Million 22.19%
% of portfolio
2.3%
Previous 1.95%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$25.36 - $28.15 $1.5 Million - $1.66 Million
59,131 Added 32.04%
243,660 $6.18 Million
Q3 2024

Nov 06, 2024
BUY
$24.46 - $27.82 $575,592 - $654,660
23,532 Added 14.62%
184,529 $5.06 Million
Q2 2024

Aug 12, 2024
BUY
$24.03 - $26.3 $1.2 Million - $1.31 Million
49,831 Added 44.83%
160,997 $4.16 Million
Q1 2024

May 13, 2024
BUY
$22.74 - $24.88 $528,886 - $578,659
23,258 Added 26.46%
111,166 $2.75 Million
Q4 2023

Feb 09, 2024
BUY
$21.63 - $24.11 $1.75 Million - $1.95 Million
81,020 Added 1176.25%
87,908 $2.12 Million
Q3 2023

Nov 09, 2023
BUY
$22.43 - $24.83 $25,525 - $28,256
1,138 Added 19.79%
6,888 $155,000
Q2 2023

Aug 10, 2023
BUY
$22.38 - $24.3 $22,380 - $24,300
1,000 Added 21.05%
5,750 $134,000
Q4 2022

Feb 13, 2023
BUY
$19.67 - $22.73 $93,432 - $107,967
4,750 New
4,750 $104,000

Others Institutions Holding DFAE

# of Institutions
617
Shares Held
180M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email