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
Others Institutions Holding DFAT
# of Institutions
666Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$822 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$723 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$511 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$428 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$302 Million2.46% of portfolio