Cassady Schiller Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 335 shares of DFIS stock, worth $8,653. This represents 0.0% of its overall portfolio holdings.
Number of Shares
335Holding current value
$8,653% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
233Shares Held
81.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$458 Million0.42% of portfolio
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Matson Money. Inc.12.4MShares$321 Million10.93% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$276 Million3.42% of portfolio
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Ci Private Wealth, LLC Miami, FL3.82MShares$98.7 Million0.14% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.3 Million3.04% of portfolio