Cassaday & CO Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 50,831 shares of DFAC stock, worth $1.76 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
50,831
Previous 59,869
15.1%
Holding current value
$1.76 Million
Previous $1.91 Million
14.33%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
716MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.85 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$612 Million0.29% of portfolio