Cassady Schiller Wealth Management, LLC DFUV Holdings History
Cassady Schiller Wealth Management, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 61,963.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $2.54 Mil. This investment constitutes 0.94% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0.02% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Cassady Schiller Wealth Management, LLC has made 2 purchases of DFUV, at an average price of $33.30, for a total of 73,773.00 shares. In addition, there have been 5 sales at an average price of $37.84 for 11,810.00 shares. Based on historical transaction data and DFUV's current price of $42.93, Cassady Schiller Wealth Management, LLC's estimated gain on his DFUV holdings is $649,932.43, reflecting a 26.46% gain to date.
Cassady Schiller Wealth Management, LLC DFUV ($42.93) Holding Chart
Cassady Schiller Wealth Management, LLC DFUV ($42.93) 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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