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 12,413 shares of DFIV stock, worth $532,269. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,413
Previous 10,165 22.12%
Holding current value
$532,269
Previous $387,000 13.7%
% of portfolio
0.16%
Previous 0.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$34.86 - $37.97 $78,365 - $85,356
2,248 Added 22.12%
12,413 $440,000
Q3 2024

Nov 06, 2024
BUY
$34.66 - $38.38 $20,310 - $22,490
586 Added 6.12%
10,165 $387,000
Q2 2024

Aug 12, 2024
SELL
$35.5 - $38.02 $4,189 - $4,486
-118 Reduced 1.22%
9,579 $344,000
Q2 2023

Aug 10, 2023
BUY
$31.45 - $33.77 $15,725 - $16,885
500 Added 5.44%
9,697 $318,000
Q4 2022

Feb 13, 2023
SELL
$25.88 - $31.1 $12,137 - $14,585
-469 Reduced 4.85%
9,197 $279,000
Q3 2022

Nov 09, 2022
BUY
$25.71 - $30.57 $1,002 - $1,192
39 Added 0.41%
9,666 $249,000
Q2 2022

Aug 11, 2022
BUY
$28.66 - $33.84 $4,642 - $5,482
162 Added 1.71%
9,627 $278,000
Q1 2022

May 12, 2022
BUY
$30.75 - $35.49 $60,946 - $70,341
1,982 Added 26.49%
9,465 $317,000
Q4 2021

Feb 09, 2022
BUY
$31.61 - $34.21 $236,537 - $255,993
7,483 New
7,483 $246,000

Others Institutions Holding DFIV

# of Institutions
690
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email