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 22,620 shares of DFIS stock, worth $568,214. This represents 0.33% of its overall portfolio holdings.

Number of Shares
22,620
Previous 22,627 0.03%
Holding current value
$568,214
Previous $546,000 3.66%
% of portfolio
0.33%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$23.13 - $25.1 $161 - $175
-7 Reduced 0.03%
22,620 $566,000
Q4 2023

Jan 29, 2024
BUY
$20.55 - $24.23 $678 - $799
33 Added 0.15%
22,627 $546,000
Q3 2023

Oct 31, 2023
BUY
$21.81 - $23.89 $85,277 - $93,409
3,910 Added 20.93%
22,594 $495,000
Q2 2023

Aug 11, 2023
BUY
$22.26 - $23.55 $3,472 - $3,673
156 Added 0.84%
18,684 $426,000
Q1 2023

May 08, 2023
BUY
$21.65 - $23.87 $21,823 - $24,060
1,008 Added 5.75%
18,528 $425,000
Q4 2022

Feb 14, 2023
BUY
$19.82 - $22.14 $347,246 - $387,892
17,520 New
17,520 $376,000

Others Institutions Holding DFIS

# of Institutions
171
Shares Held
48.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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