Cahill Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cahill Wealth Management, LLC
- $194 Million
- Q3 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 513,335 shares of DFAC stock, worth $18.4 Million. This represents 9.09% of its overall portfolio holdings.
Number of Shares
513,335
Previous 488,274
5.13%
Holding current value
$18.4 Million
Previous $15.7 Million
11.82%
% of portfolio
9.09%
Previous 9.39%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$635 Million0.28% of portfolio