Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Core Eq Transaction History
Cascade Wealth Advisors, Inc
- $177 Billion
- Q2 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 64,862 shares of DFAC stock, worth $2.49 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
64,862Holding current value
$2.49 Million% of portfolio
1.35%Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,149Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
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Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
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Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio