Cassady Schiller Wealth Management, LLC DFAE Holdings History
Cassady Schiller Wealth Management, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 243,660.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $6.18 Mil. This investment constitutes 2.3% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0.13% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2022Q4. And since then Cassady Schiller Wealth Management, LLC has made 8 purchases of DFAE, at an average price of $24.62, for a total of 243,660.00 shares. Based on historical transaction data and DFAE's current price of $29.11, Cassady Schiller Wealth Management, LLC's estimated gain on his DFAE holdings is $1.09 Mil, reflecting a 18.21% gain to date.
Cassady Schiller Wealth Management, LLC DFAE ($29.11) Holding Chart
Cassady Schiller Wealth Management, LLC DFAE ($29.11) 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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