Cascade Wealth Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Cascade Wealth Advisors, Inc
- $177 Billion
- Q2 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 20,948 shares of DIHP stock, worth $643,313. This represents 0.35% of its overall portfolio holdings.
Number of Shares
20,948Holding current value
$643,313% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
298Shares Held
151MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$792 Million1.57% of portfolio
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Envestnet Asset Management Inc25.3MShares$775 Million0.23% of portfolio
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Savant Capital, LLC23.9MShares$735 Million4.6% of portfolio
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Vista Wealth Management Group, LLC6.46MShares$198 Million11.85% of portfolio
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Forum Financial Management, LP Lombard, IL6.22MShares$191 Million2.94% of portfolio