Cahill Wealth Management, LLC Dimensional ETF Tr Transaction History
Cahill Wealth Management, LLC
- $196 Million
- Q4 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 195,419 shares of DFAI stock, worth $6.09 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
195,419
Previous 182,617
7.01%
Holding current value
$6.09 Million
Previous $5.8 Million
1.67%
% of portfolio
2.91%
Previous 3.0%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio