Cahill Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cahill Wealth Management, LLC
- $196 Million
- Q4 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 83,814 shares of DFIC stock, worth $2.3 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
83,814
Previous 83,652
0.19%
Holding current value
$2.3 Million
Previous $2.35 Million
7.95%
% of portfolio
1.1%
Previous 1.21%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$754 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio