Cahill Wealth Management, LLC Dimensional ETF Tr Dimensional Call Options Transaction History
Cahill Wealth Management, LLC
- $196 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding DFIS
# of Institutions
264Shares Held
84.7MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$555 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$376 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$108 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$88.3 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$86 Million1.31% of portfolio