Cahill Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cahill Wealth Management, LLC
- $194 Million
- Q3 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 83,652 shares of DFIC stock, worth $2.29 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
83,652
Previous 83,614
0.05%
Holding current value
$2.29 Million
Previous $2.2 Million
7.05%
% of portfolio
1.21%
Previous 1.31%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
420Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$738 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$704 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$431 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$161 Million10.81% of portfolio