Cahill Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Cahill Wealth Management, LLC
- $194 Million
- Q3 2024
A detailed history of Cahill Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 18,606 shares of DFAS stock, worth $1.22 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
18,606
Previous 18,829
1.18%
Holding current value
$1.22 Million
Previous $1.13 Million
6.63%
% of portfolio
0.62%
Previous 0.67%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
672Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$735 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$457 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$437 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$291 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$179 Million1.82% of portfolio