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 $899,746. This represents 0.38% of its overall portfolio holdings.
Number of Shares
19,581
Previous 19,614
0.17%
Holding current value
$899,746
Previous $794,000
5.29%
% of portfolio
0.38%
Previous 0.41%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio