Cahill Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Cahill Wealth Management, LLC

$194 Million
Q3 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 83,652 shares of DFIC stock, worth $2.15 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

83,652

Previous 83,614 0.05%

Holding current value

$2.15 Million

Previous $2.2 Million 7.05%

% of portfolio

1.21%

Previous 1.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$25.36 - $28.37 $963 - $1,078	38 Added 0.05%	83,652 $2.35 Million
Q2 2024 Aug 13, 2024	BUY	$25.73 - $27.44 $2,907 - $3,100	113 Added 0.14%	83,614 $2.2 Million
Q1 2024 May 10, 2024	SELL	$24.62 - $26.83 $6,179 - $6,734	-251 Reduced 0.3%	83,501 $2.23 Million
Q4 2023 Jan 29, 2024	SELL	$22.18 - $25.58 $1,685 - $1,944	-76 Reduced 0.09%	83,752 $2.14 Million
Q3 2023 Oct 31, 2023	BUY	$23.25 - $25.17 $11,880 - $12,861	511 Added 0.61%	83,828 $1.96 Million
Q2 2023 Aug 11, 2023	BUY	$23.45 - $24.88 $81,371 - $86,333	3,470 Added 4.35%	83,317 $2.02 Million
Q1 2023 May 08, 2023	BUY	$22.5 - $24.64 $120,690 - $132,168	5,364 Added 7.2%	79,847 $1.92 Million
Q4 2022 Feb 14, 2023	BUY	$19.06 - $23.03 $829,586 - $1 Million	43,525 Added 140.59%	74,483 $1.66 Million
Q3 2022 Nov 10, 2022	BUY	$19.05 - $23.07 $13,335 - $16,149	700 Added 2.31%	30,958 $593,000
Q2 2022 Aug 15, 2022	BUY	$21.35 - $25.2 $646,008 - $762,501	30,258 New	30,258 $651,000

Others Institutions Holding DFIC

# of Institutions

364

Shares Held

234M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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