Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Small C Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 138,712 shares of DFAS stock, worth $9.33 Million. This represents 6.43% of its overall portfolio holdings.
Number of Shares
138,712
Previous 141,215
1.77%
Holding current value
$9.33 Million
Previous $9.04 Billion
0.53%
% of portfolio
6.43%
Previous 6.69%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
686Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$448 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio