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 19,943 shares of DFAU stock, worth $916,380. This represents 0.46% of its overall portfolio holdings.

Number of Shares
19,943
Previous 43,365 54.01%
Holding current value
$916,380
Previous $1.89 Billion 50.87%
% of portfolio
0.46%
Previous 1.07%

Shares

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

Nov 12, 2025
SELL
$42.42 - $45.96 $993,561 - $1.08 Million
-23,422 Reduced 54.01%
19,943 $930 Million
Q2 2025

Aug 11, 2025
BUY
$34.04 - $42.36 $1.48 Million - $1.84 Million
43,365 New
43,365 $1.89 Billion

Others Institutions Holding DFAU

# of Institutions
546
Shares Held
149M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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