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

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 5,096 shares of DFAT stock, worth $293,376. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,096
Previous 6,347 19.71%
Holding current value
$293,376
Previous $353 Million 19.67%
% of portfolio
0.19%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$54.54 - $61.04 $68,229 - $76,361
-1,251 Reduced 19.71%
5,096 $284 Million
Q2 2024

Jul 26, 2024
SELL
$50.18 - $54.47 $301,280 - $327,037
-6,004 Reduced 48.61%
6,347 $355 Million
Q1 2024

Apr 15, 2024
BUY
$49.45 - $54.43 $610,756 - $672,264
12,351 New
12,351 $635 Million

Others Institutions Holding DFAT

# of Institutions
694
Shares Held
160M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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