Cahill Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cahill Wealth Management, LLC
- $168 Million
- Q2 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 245,768 shares of DFSV stock, worth $7.42 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
245,768
Previous 228,126
7.73%
Holding current value
$7.42 Million
Previous $6.87 Million
3.01%
% of portfolio
4.22%
Previous 3.99%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
319Shares Held
81.2MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$248 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$148 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$140 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$82.8 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$75.8 Million0.78% of portfolio