Number of Shares
9,933.00
Current Holdings Value*
$503,900.00
% of Portfolio
0.26%
Total Estimate Gain
$794.64
% of Total Estimate Gain
0.16%

Cahill Wealth Management, LLC's Dimensional Ultrashort Fixed Income ETF Holding Summary

As of 2025-03-31, Cahill Wealth Management, LLC held 9,933.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $503,900.00. This investment constitutes 0.26% of their stock portfolio, and Cahill Wealth Management, LLC now holds 0.04% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.

The initial trade took place in 2025Q1. And since then Cahill Wealth Management, LLC has made 1 purchases of DUSB, at an average price of $50.73, for a total of 9,933.00 shares. Based on historical transaction data and DUSB's current price of $50.81, Cahill Wealth Management, LLC's estimated gain on his DUSB holdings is $794.64, reflecting a 0.16% gain to date.

Cahill Wealth Management, LLC DUSB ($50.81) Holding Chart

Cahill Wealth Management, LLC DUSB ($50.81) 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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