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 269,456 shares of DFSV stock, worth $7.65 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
269,456
Previous 258,767
4.13%
Holding current value
$7.65 Million
Previous $7.97 Million
4.05%
% of portfolio
4.23%
Previous 4.11%
Shares
11 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$229 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$216 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$154 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$119 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$113 Million0.19% of portfolio