Cahill Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cahill Wealth Management, LLC
- $172 Million
- Q1 2024
A detailed history of Cahill Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 446,292 shares of DFAC stock, worth $14.5 Million. This represents 8.29% of its overall portfolio holdings.
Number of Shares
446,292
Previous 422,075
5.74%
Holding current value
$14.5 Million
Previous $12.3 Million
15.58%
% of portfolio
8.29%
Previous 8.3%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
843Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio