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 $8.16 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares
258,767
Previous 245,768 5.29%
Holding current value
$8.16 Million
Previous $7.07 Million 12.68%
% of portfolio
4.11%
Previous 4.22%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
385
Shares Held
106M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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