Cassady Schiller Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 5,024 shares of DFAI stock, worth $186,340. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,024
Previous 5,024 -0.0%
Holding current value
$186,340
Previous $159,000 8.18%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$28.93 - $30.91 $74,841 - $79,964
2,587 Added 106.16%
5,024 $149,000
Q1 2024

May 13, 2024
BUY
$27.74 - $30.27 $5,353 - $5,842
193 Added 8.6%
2,437 $73,000
Q4 2023

Feb 09, 2024
BUY
$24.88 - $28.69 $2,761 - $3,184
111 Added 5.2%
2,244 $64,000
Q2 2023

Aug 10, 2023
BUY
$26.46 - $28.05 $23,020 - $24,403
870 Added 68.88%
2,133 $58,000
Q4 2022

Feb 13, 2023
BUY
$21.47 - $25.85 $27,116 - $32,648
1,263 New
1,263 $31,000

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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