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 $8.61 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
274,231
Previous 269,456
1.77%
Holding current value
$8.61 Million
Previous $8.29 Million
6.92%
% of portfolio
3.94%
Previous 4.23%
Shares
12 transactions
Others Institutions Holding DFSV
# of Institutions
495Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio