Cascade Wealth Advisors, Inc Dimensional ETF Tr Transaction History

Cascade Wealth Advisors, Inc

  • $203 Billion
  • Q3 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 16,838 shares of DFAE stock, worth $547,235. This represents 0.27% of its overall portfolio holdings.

Number of Shares
16,838
Previous 24,721 31.89%
Holding current value
$547,235
Previous $735 Million 25.02%
% of portfolio
0.27%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$28.84 - $31.84 $227,345 - $250,994
-7,883 Reduced 31.89%
16,838 $551 Million
Q2 2025

Aug 11, 2025
BUY
$22.87 - $28.95 $565,369 - $715,672
24,721 New
24,721 $735 Million

Others Institutions Holding DFAE

# of Institutions
635
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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