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 258,767 shares of DFSV stock, worth $7.87 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

258,767

Previous 245,768 5.29%

Holding current value

$7.87 Million

Previous $7.07 Million 12.68%

% of portfolio

4.11%

Previous 4.22%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$28.25 - $31.7 $367,221 - $412,068	12,999 Added 5.29%	258,767 $7.97 Million
Q2 2024 Aug 13, 2024	BUY	$27.81 - $30.13 $490,624 - $531,553	17,642 Added 7.73%	245,768 $7.07 Million
Q1 2024 May 10, 2024	BUY	$27.45 - $30.1 $247,516 - $271,411	9,017 Added 4.12%	228,126 $6.87 Million
Q4 2023 Jan 29, 2024	BUY	$23.61 - $29.53 $499,776 - $625,091	21,168 Added 10.69%	219,109 $6.38 Million
Q3 2023 Oct 31, 2023	BUY	$24.97 - $27.69 $307,530 - $341,030	12,316 Added 6.63%	197,941 $5.02 Million
Q2 2023 Aug 11, 2023	BUY	$23.17 - $25.7 $133,737 - $148,340	5,772 Added 3.21%	185,625 $4.77 Million
Q1 2023 May 08, 2023	BUY	$23.74 - $28.31 $160,363 - $191,234	6,755 Added 3.9%	179,853 $4.48 Million
Q4 2022 Feb 14, 2023	BUY	$22.47 - $26.46 $2.88 Million - $3.39 Million	128,302 Added 286.41%	173,098 $4.29 Million
Q3 2022 Nov 10, 2022	BUY	$21.77 - $26.17 $146,163 - $175,705	6,714 Added 17.63%	44,796 $976,000
Q2 2022 Aug 15, 2022	BUY	$22.18 - $26.16 $844,658 - $996,225	38,082 New	38,082 $859,000

Others Institutions Holding DFSV

# of Institutions

331

Shares Held

89.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Cahill Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History