Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 6,347 shares of DFAT stock, worth $353,654. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,347
Previous 6,347
-0.0%
Holding current value
$353,654
Previous $355 Million
0.57%
% of portfolio
0.25%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$788 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$489 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$411 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$289 Million2.46% of portfolio