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 987 shares of DFSV stock, worth $27,823. This represents 0.01% of its overall portfolio holdings.

Number of Shares
987
Previous 987 -0.0%
Holding current value
$27,823
Previous $30,000 -0.0%
% 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

# of Institutions
438
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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