Cahill Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cahill Wealth Management, LLC
- $172 Million
- Q1 2024
A detailed history of Cahill Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 83,501 shares of DFIC stock, worth $2.22 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
83,501
Previous 83,752
0.3%
Holding current value
$2.22 Million
Previous $2.14 Million
4.44%
% of portfolio
1.3%
Previous 1.44%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$571 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$566 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$425 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$148 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$121 Million16.95% of portfolio