Cascade Financial Partners, LLC Dimensional ETF Tr U S Target Transaction History

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 38,556 shares of DFAT stock, worth $2.11 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

38,556

Previous 37,346 3.24%

Holding current value

$2.11 Million

Previous $2.06 Billion 4.01%

% of portfolio

0.28%

Previous 0.26%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$54.54 - $61.04 $65,993 - $73,858	1,210 Added 3.24%	38,556 $2.15 Billion
Q1 2024 May 14, 2024	BUY	$49.45 - $54.43 $1.85 Million - $2.03 Million	37,346 New	37,346 $1.92 Billion

Others Institutions Holding DFAT

# of Institutions

748

Shares Held

167M

Call Options Held

500

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Cascade Financial Partners, LLC Dimensional ETF Tr U S Target Transaction History