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

Cascade Wealth Advisors, Inc

$203 Billion
Q3 2025

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 100,158 shares of DFAS stock, worth $6.73 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares

100,158

Previous 82,582 21.28%

Holding current value

$6.73 Million

Previous $5.32 Billion 28.36%

% of portfolio

3.37%

Previous 3.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$63.41 - $69.69 $1.11 Million - $1.22 Million	17,576 Added 21.28%	100,158 $6.83 Billion
Q2 2025 Aug 11, 2025	SELL	$52.31 - $63.72 $295,446 - $359,890	-5,648 Reduced 6.4%	82,582 $5.32 Billion
Q1 2025 May 09, 2025	SELL	$58.81 - $68.2 $2.89 Million - $3.35 Million	-49,077 Reduced 35.74%	88,230 $4.91 Billion
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

869

Shares Held

137M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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