Cahill Wealth Management, LLC DFSV Holdings History
Cahill Wealth Management, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Cahill Wealth Management, LLC held 274,231.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $7.72 Mil. This investment constitutes 3.93% of their stock portfolio, and Cahill Wealth Management, LLC now holds 0.17% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q2. And since then Cahill Wealth Management, LLC has made 12 purchases of DFSV, at an average price of $25.88, for a total of 274,231.00 shares. Based on historical transaction data and DFSV's current price of $30.82, Cahill Wealth Management, LLC's estimated gain on his DFSV holdings is $1.35 Mil, reflecting a 19.07% gain to date.
Cahill Wealth Management, LLC DFSV ($30.82) Holding Chart
Cahill Wealth Management, LLC DFSV ($30.82) 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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