Cahill Financial Advisors Inc Dimensional ETF Tr U S Core Eq Transaction History
Cahill Financial Advisors Inc
- $707 Million
- Q3 2024
A detailed history of Cahill Financial Advisors Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 685,588 shares of DFAC stock, worth $23.9 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
685,588
Previous 652,133
5.13%
Holding current value
$23.9 Million
Previous $21 Million
11.82%
% of portfolio
3.32%
Previous 2.93%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio