Cascade Wealth Advisors, Inc Dimensional ETF Tr Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

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 23,754 shares of DFAI stock, worth $697,417. This represents 0.54% of its overall portfolio holdings.

Number of Shares
23,754
Previous 25,045 5.15%
Holding current value
$697,417
Previous $748 Million 0.91%
% of portfolio
0.54%
Previous 0.55%

Shares

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

Oct 15, 2024
SELL
$28.69 - $32.06 $37,038 - $41,389
-1,291 Reduced 5.15%
23,754 $755 Million
Q2 2024

Jul 26, 2024
SELL
$28.93 - $30.91 $587,973 - $628,214
-20,324 Reduced 44.8%
25,045 $748 Million
Q1 2024

Apr 15, 2024
BUY
$27.74 - $30.27 $1.26 Million - $1.37 Million
45,369 New
45,369 $1.33 Billion

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc 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 Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email