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 19,076 shares of DUHP stock, worth $718,402. This represents 0.36% of its overall portfolio holdings.

Number of Shares
19,076
Previous 29,950 36.31%
Holding current value
$718,402
Previous $1.09 Billion 33.57%
% of portfolio
0.36%
Previous 0.62%

Shares

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

Nov 12, 2025
SELL
$35.76 - $37.93 $388,854 - $412,450
-10,874 Reduced 36.31%
19,076 $723 Million
Q2 2025

Aug 11, 2025
BUY
$29.36 - $35.56 $879,332 - $1.07 Million
29,950 New
29,950 $1.09 Billion

Others Institutions Holding DUHP

# of Institutions
487
Shares Held
222M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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