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 22,732 shares of DFIS stock, worth $601,034. This represents 0.28% of its overall portfolio holdings.

Number of Shares

22,732

Previous 22,696 0.16%

Holding current value

$601,034

Previous $608,000 8.22%

% of portfolio

0.28%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$24.25 - $26.7 $873 - $961	36 Added 0.16%	22,732 $558,000
Q3 2024 Nov 01, 2024	BUY	$24.06 - $26.97 $384 - $431	16 Added 0.07%	22,696 $608,000
Q2 2024 Aug 13, 2024	BUY	$24.08 - $25.86 $1,444 - $1,551	60 Added 0.27%	22,680 $558,000
Q1 2024 May 10, 2024	SELL	$23.13 - $25.1 $161 - $175	-7 Reduced 0.03%	22,620 $566,000
Q4 2023 Jan 29, 2024	BUY	$20.55 - $24.23 $678 - $799	33 Added 0.15%	22,627 $546,000
Q3 2023 Oct 31, 2023	BUY	$21.81 - $23.89 $85,277 - $93,409	3,910 Added 20.93%	22,594 $495,000
Q2 2023 Aug 11, 2023	BUY	$22.26 - $23.55 $3,472 - $3,673	156 Added 0.84%	18,684 $426,000
Q1 2023 May 08, 2023	BUY	$21.65 - $23.87 $21,823 - $24,060	1,008 Added 5.75%	18,528 $425,000
Q4 2022 Feb 14, 2023	BUY	$18.29 - $22.14 $320,440 - $387,892	17,520 New	17,520 $376,000

Others Institutions Holding DFIS

# of Institutions

236

Shares Held

81.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Cahill Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History