Cahill Wealth Management, LLC DFAS Holdings History
Cahill Wealth Management, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Cahill Wealth Management, LLC held 43,817.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $2.62 Mil. This investment constitutes 1.33% of their stock portfolio, and Cahill Wealth Management, LLC now holds 0.03% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q4. And since then Cahill Wealth Management, LLC has made 8 purchases of DFAS, at an average price of $59.53, for a total of 44,494.00 shares. In addition, there have been 2 sales at an average price of $57.56 for 677.00 shares. Based on historical transaction data and DFAS's current price of $65.40, Cahill Wealth Management, LLC's estimated gain on his DFAS holdings is $255,832.05, reflecting a 9.66% gain to date.
Cahill Wealth Management, LLC DFAS ($65.40) Holding Chart
Cahill Wealth Management, LLC DFAS ($65.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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