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 6,222 shares of DFAU stock, worth $251,244. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,222
Previous 6,222 -0.0%
Holding current value
$251,244
Previous $233,000 5.58%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
SELL
$29.79 - $32.13 $49,302 - $53,175
-1,655 Reduced 21.01%
6,222 $186,000
Q4 2022

Feb 13, 2023
BUY
$25.24 - $28.83 $198,815 - $227,093
7,877 New
7,877 $212,000
Q2 2022

Aug 11, 2022
SELL
$25.69 - $31.79 $194,704 - $240,936
-7,579 Reduced 49.04%
7,877 $208,000
Q1 2022

May 12, 2022
BUY
$29.18 - $33.24 $451,006 - $513,757
15,456 New
15,456 $487,000

Others Institutions Holding DFAU

# of Institutions
413
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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