Cassady Schiller Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cassady Schiller Wealth Management, LLC
- $223 Million
- Q1 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 987 shares of DFSV stock, worth $28,030. This represents 0.01% of its overall portfolio holdings.
Number of Shares
987
Previous 987
-0.0%
Holding current value
$28,030
Previous $28,000
3.57%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$233 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$132 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.3 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$75.7 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$62.8 Million0.1% of portfolio