Cascade Wealth Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Cascade Wealth Advisors, Inc
- $203 Billion
- Q3 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 11,713 shares of DIHP stock, worth $364,391. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,713
Previous 20,948
44.09%
Holding current value
$364,391
Previous $616 Million
41.04%
% of portfolio
0.18%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
322Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio