Cascade Wealth Advisors, Inc Dimensional ETF Tr Us Marketwi Transaction History

Cascade Wealth Advisors, Inc

$148 Billion
Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 69,719 shares of DFUV stock, worth $2.95 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

69,719

Previous 72,018 3.19%

Holding current value

$2.95 Million

Previous $3 Billion 4.98%

% of portfolio

1.93%

Previous 2.15%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$40.38 - $44.35 $92,833 - $101,960	-2,299 Reduced 3.19%	69,719 $2.85 Billion
Q3 2024 Oct 15, 2024	BUY	$38.51 - $41.69 $35,198 - $38,104	914 Added 1.29%	72,018 $3 Billion
Q2 2024 Jul 26, 2024	SELL	$38.53 - $40.76 $71,742 - $75,895	-1,862 Reduced 2.55%	71,104 $2.88 Billion
Q1 2024 Apr 15, 2024	BUY	$36.22 - $40.9 $2.64 Million - $2.98 Million	72,966 New	72,966 $2.86 Billion

Others Institutions Holding DFUV

# of Institutions

700

Shares Held

275M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Cascade Wealth Advisors, Inc Dimensional ETF Tr Us Marketwi Transaction History