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

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024

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 56,840 shares of DFAS stock, worth $3.8 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
56,840
Previous 55,216 2.94%
Holding current value
$3.8 Million
Previous $3.58 Billion 3.37%
% of portfolio
0.48%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
737
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email