SEC 13F Intelligence

Cahill Wealth Management, LLC / DFAC

Cahill Wealth Management, LLC’s Dimensional Etf Trust Position

Does Cahill Wealth Management, LLC own Dimensional Etf Trust (DFAC)? Yes630.8K shares worth $21M (+10.59% of its 13F portfolio) as of Q1 2025, up from 551.8K shares the prior filed quarter.

Position Value
$21M
Q1 2025
Shares
630.8K
% of Portfolio
+10.59%
Quarters Held
13
currently held

Position History DFAC

Reported value by quarter
Q1 ’22: $202,000Q1 ’22Q2 ’22: $2MQ3 ’22: $3MQ3 ’22Q4 ’22: $8MQ1 ’23: $8MQ1 ’23Q2 ’23: $9MQ3 ’23: $10MQ3 ’23Q4 ’23: $12MQ1 ’24: $14MQ1 ’24Q2 ’24: $16MQ3 ’24: $18MQ3 ’24Q4 ’24: $19MQ1 ’25: $21MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025630.8K$21M+10.59%
Q4 2024551.8K$19M+9.74%
Q3 2024513.3K$18M+9.08%
Q2 2024488.3K$16M+9.39%
Q1 2024446.3K$14M+8.30%
Q4 2023422.1K$12M+8.30%
Q3 2023374.0K$10M+7.52%
Q2 2023325.4K$9M+6.10%
Q1 2023311.1K$8M+5.85%
Q4 2022299.8K$8M+5.74%
Q3 2022114.7K$3M+2.28%
Q2 202267.1K$2M+1.32%
Q1 20227.3K$202,000+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cahill Wealth Management, LLC’s full portfolio or all institutional holders of DFAC.