Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Small C Transaction History

Cascade Wealth Advisors, Inc

$145 Billion
Q1 2025

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 88,230 shares of DFAS stock, worth $5.7 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares

88,230

Previous 137,307 35.74%

Holding current value

$5.7 Million

Previous $8.94 Billion 45.02%

% of portfolio

3.4%

Previous 6.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$58.81 - $68.2 $2.89 Million - $3.35 Million	-49,077 Reduced 35.74%	88,230 $4.91 Billion
Q4 2024 Feb 05, 2025	SELL	$63.58 - $71.15 $89,329 - $99,965	-1,405 Reduced 1.01%	137,307 $8.94 Billion
Q3 2024 Oct 15, 2024	SELL	$59.25 - $65.33 $148,302 - $163,520	-2,503 Reduced 1.77%	138,712 $9 Billion
Q2 2024 Jul 26, 2024	BUY	$57.42 - $62.37 $356,635 - $387,380	6,211 Added 4.6%	141,215 $9.04 Billion
Q1 2024 Apr 15, 2024	BUY	$56.66 - $62.34 $7.65 Million - $8.42 Million	135,004 New	135,004 $7.96 Billion

Others Institutions Holding DFAS

# of Institutions

835

Shares Held

133M

Call Options Held

Put Options Held

100

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Small C Transaction History