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 $30,508. This represents 0.01% of its overall portfolio holdings.

Number of Shares
987
Previous 987 -0.0%
Holding current value
$30,508
Previous $28,000 7.14%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

BUY
$23.74 - $28.31 $4,439 - $5,293
187 Added 23.38%
987 $24,000
Q4 2022

May 16, 2023

SELL
$22.47 - $26.46 $4,201 - $4,948
-187 Reduced 18.95%
800 $19,000
Q4 2022

Feb 13, 2023

BUY
$22.47 - $26.46 $17,976 - $21,168
800 New
800 $19,000

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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