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Dimensional Etf Trust shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $387k 10k 38.08
2024-06-30 $344k 9.6k 35.94
2024-03-31 $356k 9.7k 36.75
2023-12-31 $333k 9.7k 34.36
2023-09-30 $316k 9.7k 32.62
2023-06-30 $319k 9.7k 32.85
2023-03-31 $296k 9.2k 32.23
2022-12-31 $280k 9.2k 30.40
2022-09-30 $249k 9.7k 25.76
2022-06-30 $278k 9.6k 28.88
2022-03-31 $317k 9.5k 33.49
2021-12-31 $246k 7.5k 32.87