Cassady Schiller Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 34,525 shares of DFAT stock, worth $2.01 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
34,525
Previous 36,920 6.49%
Holding current value
$2.01 Million
Previous $1.92 Million 0.26%
% of portfolio
0.74%
Previous 0.81%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$51.0 - $57.07 $122,145 - $136,682
-2,395 Reduced 6.49%
34,525 $1.92 Million
Q2 2024

Aug 12, 2024
SELL
$50.18 - $54.47 $6,021 - $6,536
-120 Reduced 0.32%
36,920 $1.92 Million
Q1 2024

May 13, 2024
SELL
$49.45 - $54.43 $17,802 - $19,594
-360 Reduced 0.96%
37,040 $2.02 Million
Q4 2023

Feb 09, 2024
SELL
$42.71 - $53.09 $3,758 - $4,671
-88 Reduced 0.23%
37,400 $1.96 Million
Q4 2022

May 16, 2023
SELL
$40.24 - $46.91 $124,985 - $145,702
-3,106 Reduced 8.29%
34,382 $1.51 Million
Q4 2022

Feb 13, 2023
BUY
$40.24 - $46.91 $3,661 - $4,268
91 Added 0.24%
37,488 $1.65 Million
Q3 2022

Nov 09, 2022
BUY
$38.84 - $46.6 $2,874 - $3,448
74 Added 0.2%
37,397 $1.46 Million
Q2 2022

Aug 11, 2022
SELL
$39.72 - $47.15 $8,937 - $10,608
-225 Reduced 0.6%
37,323 $1.5 Million
Q1 2022

May 12, 2022
BUY
$44.35 - $48.64 $32,286 - $35,409
728 Added 1.98%
37,548 $1.75 Million
Q4 2021

Feb 09, 2022
BUY
$44.48 - $49.36 $1.64 Million - $1.82 Million
36,820 New
36,820 $1.75 Million

Others Institutions Holding DFAT

# of Institutions
666
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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