Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Core Eq Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 7,770 shares of DFAC stock, worth $271,794. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,770
Previous 8,270 6.05%
Holding current value
$271,794
Previous $270 Million 1.21%
% of portfolio
0.19%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$31.05 - $34.29 $15,525 - $17,145
-500 Reduced 6.05%
7,770 $266 Million
Q2 2024

Jul 26, 2024
BUY
$30.09 - $32.37 $248,844 - $267,699
8,270 New
8,270 $270 Million

Others Institutions Holding DFAC

# of Institutions
921
Shares Held
741M
Call Options Held
76K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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