Cahill Financial Advisors Inc Dimensional ETF Tr Core Fxd In Transaction History

Cahill Financial Advisors Inc

$722 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$42.49 - $46.23 $218,483 - $237,714	-5,142 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$45.81 - $49.82 $235,555 - $256,174	5,142 New	5,142 $239,000

Others Institutions Holding DFCF

# of Institutions

289

Shares Held

78.2M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

9.94M
Shares

$413 Million
12.05% of portfolio
Hbk Sorce Advisory LLC Erie, PA

6.95M
Shares

$289 Million
10.95% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.63M
Shares

$109 Million
11.04% of portfolio
Wp Wealth LLP Fort Worth, TX

2.27M
Shares

$94.2 Million
24.6% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

1.88M
Shares

$77.9 Million
1.26% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahill Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Financial Advisors Inc with notifications on news.