Cassady Schiller Wealth Management, LLC DFAC Holdings History
Cassady Schiller Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 146,892.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $5.08 Mil. This investment constitutes 1.89% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Cassady Schiller Wealth Management, LLC has made 3 purchases of DFAC, at an average price of $28.07, for a total of 174,468.00 shares. In addition, there have been 7 sales at an average price of $27.28 for 27,576.00 shares. Based on historical transaction data and DFAC's current price of $36.38, Cassady Schiller Wealth Management, LLC's estimated gain on his DFAC holdings is $1.20 Mil, reflecting a 24.49% gain to date.
Cassady Schiller Wealth Management, LLC DFAC ($36.38) Holding Chart
Cassady Schiller Wealth Management, LLC DFAC ($36.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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