Cahill Wealth Management, LLC Dimensional ETF Tr Transaction History

Cahill Wealth Management, LLC

$194 Million
Q3 2024

A detailed history of Cahill Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 57,338 shares of DFAE stock, worth $1.46 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

57,338

Previous 57,258 0.14%

Holding current value

$1.46 Million

Previous $1.48 Million 6.08%

% of portfolio

0.81%

Previous 0.88%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$24.46 - $27.82 $1,956 - $2,225	80 Added 0.14%	57,338 $1.57 Million
Q2 2024 Aug 13, 2024	BUY	$24.03 - $26.3 $133,462 - $146,070	5,554 Added 10.74%	57,258 $1.48 Million
Q1 2024 May 10, 2024	SELL	$22.74 - $24.88 $3,956 - $4,329	-174 Reduced 0.34%	51,704 $1.28 Million
Q4 2023 Jan 29, 2024	SELL	$21.63 - $24.11 $34,305 - $38,238	-1,586 Reduced 2.97%	51,878 $1.25 Million
Q3 2023 Oct 31, 2023	BUY	$22.43 - $24.83 $51,746 - $57,282	2,307 Added 4.51%	53,464 $1.21 Million
Q2 2023 Aug 11, 2023	SELL	$22.38 - $24.3 $33,077 - $35,915	-1,478 Reduced 2.81%	51,157 $1.2 Million
Q1 2023 May 08, 2023	BUY	$21.78 - $24.36 $128,458 - $143,675	5,898 Added 12.62%	52,635 $1.21 Million
Q4 2022 Feb 14, 2023	BUY	$19.67 - $22.73 $919,316 - $1.06 Million	46,737 New	46,737 $1.03 Million
Q2 2022 Aug 15, 2022	SELL	$22.9 - $27.06 $190,184 - $224,733	-8,305 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$24.29 - $28.31 $201,728 - $235,114	8,305 New	8,305 $217,000

Others Institutions Holding DFAE

# of Institutions

475

Shares Held

141M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Cahill Wealth Management, LLC Dimensional ETF Tr Transaction History