Cahill Financial Advisors Inc Dimensional ETF Tr U S Core Eq Transaction History
Cahill Financial Advisors Inc
- $715 Million
- Q4 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 638,752 shares of DFAC stock, worth $21.6 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
638,752
Previous 685,588
6.83%
Holding current value
$21.6 Million
Previous $23.5 Million
5.99%
% of portfolio
3.09%
Previous 3.32%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,057Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.94 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$614 Million0.26% of portfolio