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 335 shares of DFIS stock, worth $10,525. This represents 0.0% of its overall portfolio holdings.
Number of Shares
335Holding current value
$10,525% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
293Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
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Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
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Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
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First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio