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 19,581 shares of DFAU stock, worth $825,730. This represents 0.38% of its overall portfolio holdings.
Number of Shares
19,581
Previous 19,614
0.17%
Holding current value
$825,730
Previous $794,000
5.29%
% of portfolio
0.38%
Previous 0.41%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$237 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$158 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$149 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$149 Million1.87% of portfolio