Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Core Eq Call Options Transaction History

Cascade Wealth Advisors, Inc

$140 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAC

# of Institutions

900

Shares Held

721M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

53.4M
Shares

$1.82 Billion
0.61% of portfolio
Mercer Global Advisors Inc Denver, CO

47.7M
Shares

$1.63 Billion
3.89% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.28 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.27 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$603 Million
0.29% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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