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 6,246 shares of DFAX stock, worth $159,522. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,246
Previous 6,246 -0.0%
Holding current value
$159,522
Previous $158,000 6.33%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$24.57 - $26.36 $11,621 - $12,468
-473 Reduced 7.04%
6,246 $158,000
Q3 2023

Nov 09, 2023
SELL
$22.41 - $24.35 $9,613 - $10,446
-429 Reduced 6.0%
6,719 $151,000
Q4 2022

Feb 13, 2023
BUY
$18.81 - $22.36 $134,453 - $159,829
7,148 New
7,148 $154,000
Q2 2022

Aug 11, 2022
SELL
$21.22 - $25.37 $189,834 - $226,960
-8,946 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$23.26 - $26.72 $23 - $26
1 Added 0.01%
8,946 $223,000
Q4 2021

Feb 09, 2022
BUY
$25.17 - $26.82 $225,145 - $239,904
8,945 New
8,945 $234,000

Others Institutions Holding DFAX

# of Institutions
527
Shares Held
230M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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