Cascade Financial Partners, LLC Dimensional ETF Tr U S Small C Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 56,526 shares of DFAS stock, worth $3.8 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

56,526

Previous 56,656 0.23%

Holding current value

$3.8 Million

Previous $3.61 Billion 7.21%

% of portfolio

0.44%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$63.41 - $69.69 $8,243 - $9,059	-130 Reduced 0.23%	56,526 $3.87 Billion
Q2 2025 Aug 07, 2025	SELL	$52.31 - $63.72 $134,384 - $163,696	-2,569 Reduced 4.34%	56,656 $3.61 Billion
Q1 2025 May 13, 2025	BUY	$58.81 - $68.2 $140,261 - $162,657	2,385 Added 4.2%	59,225 $3.54 Billion
Q4 2024 Feb 07, 2025	BUY	$63.58 - $71.15 $103,253 - $115,547	1,624 Added 2.94%	56,840 $3.7 Billion
Q2 2024 Jul 31, 2024	SELL	$57.42 - $62.37 $178,748 - $194,157	-3,113 Reduced 5.34%	55,216 $3.32 Billion

Q1 2024 May 14, 2024	BUY	$56.66 - $62.34 $3.3 Million - $3.64 Million	58,329 New	58,329 $3.44 Billion

Others Institutions Holding DFAS

# of Institutions

870

Shares Held

137M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
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Cascade Financial Partners, LLC Dimensional ETF Tr U S Small C Transaction History