Cahill Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Cahill Wealth Management, LLC
- $196 Million
- Q4 2024
A detailed history of Cahill Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 21,414 shares of DFAS stock, worth $1.31 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
21,414
Previous 18,606
15.09%
Holding current value
$1.31 Million
Previous $1.21 Million
15.51%
% of portfolio
0.71%
Previous 0.62%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$809 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$459 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$166 Million1.82% of portfolio