Cahill Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cahill Wealth Management, LLC
- $196 Million
- Q1 2025
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 630,822 shares of DFAC stock, worth $23.1 Million. This represents 10.62% of its overall portfolio holdings.
Number of Shares
630,822
Previous 551,845
14.31%
Holding current value
$23.1 Million
Previous $19.1 Million
8.99%
% of portfolio
10.62%
Previous 9.74%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio