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 6,222 shares of DFAU stock, worth $270,719. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,222
Previous 6,222
-0.0%
Holding current value
$270,719
Previous $246,000
2.03%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
522Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$290 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$153 Million1.87% of portfolio