Cassaday & CO Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Cassaday & CO Wealth Management LLC
- $3.66 Billion
- Q4 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,673 shares of DFUS stock, worth $372,999. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,673
Previous 5,673
-0.0%
Holding current value
$372,999
Previous $352,000
2.56%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
710Shares Held
161MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.73 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$523 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$382 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$315 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$266 Million0.09% of portfolio