Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Small C Transaction History

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 137,307 shares of DFAS stock, worth $9.19 Million. This represents 6.05% of its overall portfolio holdings.

Number of Shares
137,307
Previous 138,712 1.01%
Holding current value
$9.19 Million
Previous $9 Billion 0.68%
% of portfolio
6.05%
Previous 6.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$63.58 - $71.15 $89,329 - $99,965
-1,405 Reduced 1.01%
137,307 $8.94 Billion
Q3 2024

Oct 15, 2024
SELL
$59.25 - $65.33 $148,302 - $163,520
-2,503 Reduced 1.77%
138,712 $9 Billion
Q2 2024

Jul 26, 2024
BUY
$57.42 - $62.37 $356,635 - $387,380
6,211 Added 4.6%
141,215 $9.04 Billion
Q1 2024

Apr 15, 2024
BUY
$56.66 - $62.34 $7.65 Million - $8.42 Million
135,004 New
135,004 $7.96 Billion

Others Institutions Holding DFAS

# of Institutions
773
Shares Held
118M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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