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

Cascade Wealth Advisors, Inc

$203 Billion
Q3 2025

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 80,757 shares of DFUV stock, worth $3.64 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

80,757

Previous 54,306 48.71%

Holding current value

$3.64 Million

Previous $2.31 Billion 57.83%

% of portfolio

1.79%

Previous 1.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$41.91 - $44.87 $1.11 Million - $1.19 Million	26,451 Added 48.71%	80,757 $3.64 Billion
Q2 2025 Aug 11, 2025	SELL	$36.25 - $42.28 $113,571 - $132,463	-3,133 Reduced 5.45%	54,306 $2.31 Billion
Q1 2025 May 09, 2025	SELL	$39.96 - $43.3 $490,708 - $531,724	-12,280 Reduced 17.61%	57,439 $2.2 Billion
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

768

Shares Held

246M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

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.

Account

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