Cassady Schiller Wealth Management, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 32,123 shares of DFUS stock, worth $2.34 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
32,123
Previous 32,123 -0.0%
Holding current value
$2.34 Million
Previous $2 Million 2.55%
% of portfolio
0.76%
Previous 0.77%

Shares

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

Aug 12, 2024
SELL
$53.83 - $59.14 $62,819 - $69,016
-1,167 Reduced 3.51%
32,123 $1.89 Million
Q1 2024

May 13, 2024
SELL
$50.79 - $56.98 $450,558 - $505,469
-8,871 Reduced 21.04%
33,290 $1.9 Million
Q2 2023

Aug 10, 2023
SELL
$43.77 - $48.16 $11,555 - $12,714
-264 Reduced 0.62%
42,161 $2.03 Million
Q4 2022

Feb 13, 2023
BUY
$38.86 - $44.32 $6,023 - $6,869
155 Added 0.37%
42,425 $1.77 Million
Q3 2022

Nov 09, 2022
SELL
$38.82 - $46.57 $77,407 - $92,860
-1,994 Reduced 4.5%
42,270 $1.64 Million
Q2 2022

Aug 11, 2022
BUY
$39.62 - $49.51 $3,922 - $4,901
99 Added 0.22%
44,264 $1.8 Million
Q1 2022

May 12, 2022
BUY
$45.16 - $52.01 $3,612 - $4,160
80 Added 0.18%
44,165 $2.17 Million
Q4 2021

Feb 09, 2022
BUY
$47.05 - $51.98 $2.07 Million - $2.29 Million
44,085 New
44,085 $2.28 Million

Others Institutions Holding DFUS

# of Institutions
833
Shares Held
203M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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