Cahill Wealth Management, LLC Dimensional ETF Tr Transaction History

Cahill Wealth Management, LLC

$168 Million
Q2 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 149,227 shares of DFAI stock, worth $4.66 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

149,227

Previous 124,861 19.51%

Holding current value

$4.66 Million

Previous $3.77 Million 17.33%

% of portfolio

2.64%

Previous 2.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$28.93 - $30.91 $704,908 - $753,153	24,366 Added 19.51%	149,227 $4.43 Million
Q1 2024 May 10, 2024	BUY	$27.74 - $30.27 $143,526 - $156,616	5,174 Added 4.32%	124,861 $3.77 Million
Q4 2023 Jan 29, 2024	BUY	$24.88 - $28.69 $1.34 Million - $1.54 Million	53,737 Added 81.48%	119,687 $3.43 Million
Q3 2023 Oct 31, 2023	BUY	$26.0 - $28.17 $271,960 - $294,658	10,460 Added 18.85%	65,950 $1.72 Million
Q2 2023 Aug 11, 2023	BUY	$26.46 - $28.05 $202,286 - $214,442	7,645 Added 15.98%	55,490 $1.52 Million
Q1 2023 May 08, 2023	BUY	$25.21 - $27.45 $162,629 - $177,079	6,451 Added 15.58%	47,845 $1.29 Million
Q4 2022 Feb 14, 2023	BUY	$21.47 - $25.85 $888,729 - $1.07 Million	41,394 New	41,394 $1.04 Million
Q2 2022 Aug 15, 2022	SELL	$23.87 - $28.49 $90,706 - $108,262	-3,800 Reduced 20.52%	14,720 $355,000
Q1 2022 May 10, 2022	BUY	$25.94 - $30.08 $480,408 - $557,081	18,520 New	18,520 $521,000

Others Institutions Holding DFAI

# of Institutions

520

Shares Held

159M

Call Options Held

400

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Cahill Wealth Management, LLC Dimensional ETF Tr Transaction History