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 $267,359. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,222
Previous 6,222
-0.0%
Holding current value
$267,359
Previous $246,000
2.03%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
504Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$242 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$178 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$161 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$152 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$151 Million1.87% of portfolio