Cahill Financial Advisors Inc Dimensional ETF Tr Transaction History
Cahill Financial Advisors Inc
- $715 Million
- Q4 2024
A detailed history of Cahill Financial Advisors Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 653,059 shares of DFAX stock, worth $17.2 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
653,059
Previous 651,987
0.16%
Holding current value
$17.2 Million
Previous $17.6 Million
7.81%
% of portfolio
2.27%
Previous 2.49%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
571Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$295 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$158 Million0.22% of portfolio