Cahill Wealth Management, LLC Dimensional ETF Tr Transaction History
Cahill Wealth Management, LLC
- $196 Million
- Q1 2025
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 233,646 shares of DFAI stock, worth $8.53 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
233,646
Previous 195,419
19.56%
Holding current value
$8.53 Million
Previous $5.71 Million
27.87%
% of portfolio
3.72%
Previous 2.91%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
698Shares Held
261MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$588 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$338 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$276 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$263 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$241 Million25.8% of portfolio