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 6,246 shares of DFAX stock, worth $164,457. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,246
Previous 6,246
-0.0%
Holding current value
$164,457
Previous $168,000
7.74%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
581Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio