Cassady Schiller Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 61,963 shares of DFUV stock, worth $2.79 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
61,963
Previous 67,393 8.06%
Holding current value
$2.79 Million
Previous $2.81 Million 9.75%
% of portfolio
0.95%
Previous 1.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$40.38 - $44.35 $219,263 - $240,820
-5,430 Reduced 8.06%
61,963 $2.54 Million
Q3 2024

Nov 06, 2024
SELL
$38.51 - $41.69 $18,985 - $20,553
-493 Reduced 0.73%
67,393 $2.81 Million
Q4 2023

Feb 09, 2024
SELL
$31.85 - $37.39 $18,058 - $21,200
-567 Reduced 0.83%
67,886 $2.53 Million
Q2 2023

Aug 10, 2023
SELL
$32.32 - $34.5 $90,172 - $96,255
-2,790 Reduced 3.92%
68,453 $2.36 Million
Q4 2022

May 16, 2023
SELL
$30.23 - $35.36 $72,249 - $84,510
-2,390 Reduced 3.35%
68,853 $2.31 Million
Q4 2022

Feb 13, 2023
SELL
$30.23 - $35.36 $4,232 - $4,950
-140 Reduced 0.2%
71,243 $2.39 Million
Q3 2022

Nov 09, 2022
BUY
$29.6 - $34.78 $59 - $69
2 Added 0.0%
71,383 $2.11 Million
Q2 2022

Aug 11, 2022
BUY
$30.92 - $35.31 $2.21 Million - $2.52 Million
71,381 New
71,381 $2.26 Million

Others Institutions Holding DFUV

# of Institutions
767
Shares Held
246M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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