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 750 shares of DISV stock, worth $26,940. This represents 0.01% of its overall portfolio holdings.
Number of Shares
750
Previous 750
-0.0%
Holding current value
$26,940
Previous $21,000
9.52%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio