Cassady Schiller Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 5,024 shares of DFAI stock, worth $154,136. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,024
Previous 5,024
-0.0%
Holding current value
$154,136
Previous $149,000
6.71%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
529Shares Held
167MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$167 Million17.91% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$157 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio