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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Quarterly reported holdings in Dimensional Etf Trust by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $440k | 12k | 35.48 |
| 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 |
More positions owned by Cassady Schiller Wealth Management
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