Cahill Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Cahill Wealth Management, LLC

$196 Million
Q1 2025

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 274,231 shares of DFSV stock, worth $8.18 Million. This represents 3.94% of its overall portfolio holdings.

Number of Shares

274,231

Previous 269,456 1.77%

Holding current value

$8.18 Million

Previous $8.29 Million 6.92%

% of portfolio

3.94%

Previous 4.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$27.56 - $32.1 $131,599 - $153,277	4,775 Added 1.77%	274,231 $7.72 Million
Q4 2024 Feb 13, 2025	BUY	$30.18 - $33.87 $322,594 - $362,036	10,689 Added 4.13%	269,456 $8.29 Million
Q3 2024 Nov 01, 2024	BUY	$28.25 - $31.7 $367,221 - $412,068	12,999 Added 5.29%	258,767 $7.97 Million
Q2 2024 Aug 13, 2024	BUY	$27.81 - $30.13 $490,624 - $531,553	17,642 Added 7.73%	245,768 $7.07 Million
Q1 2024 May 10, 2024	BUY	$27.45 - $30.1 $247,516 - $271,411	9,017 Added 4.12%	228,126 $6.87 Million
Q4 2023 Jan 29, 2024	BUY	$23.61 - $29.53 $499,776 - $625,091	21,168 Added 10.69%	219,109 $6.38 Million
Q3 2023 Oct 31, 2023	BUY	$24.97 - $27.69 $307,530 - $341,030	12,316 Added 6.63%	197,941 $5.02 Million
Q2 2023 Aug 11, 2023	BUY	$23.17 - $25.7 $133,737 - $148,340	5,772 Added 3.21%	185,625 $4.77 Million
Q1 2023 May 08, 2023	BUY	$23.74 - $28.31 $160,363 - $191,234	6,755 Added 3.9%	179,853 $4.48 Million
Q4 2022 Feb 14, 2023	BUY	$22.47 - $26.46 $2.88 Million - $3.39 Million	128,302 Added 286.41%	173,098 $4.29 Million
Q3 2022 Nov 10, 2022	BUY	$21.77 - $26.17 $146,163 - $175,705	6,714 Added 17.63%	44,796 $976,000
Q2 2022 Aug 15, 2022	BUY	$22.18 - $26.16 $844,658 - $996,225	38,082 New	38,082 $859,000

Others Institutions Holding DFSV

# of Institutions

473

Shares Held

130M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahill Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Wealth Management, LLC with notifications on news.

Account

Cahill Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History