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

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 59,225 shares of DFAS stock, worth $3.68 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

59,225

Previous 56,840 4.2%

Holding current value

$3.68 Million

Previous $3.7 Billion 4.34%

% of portfolio

0.45%

Previous 0.48%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$58.81 - $68.2 $140,261 - $162,657	2,385 Added 4.2%	59,225 $3.54 Billion
Q4 2024 Feb 07, 2025	BUY	$63.58 - $71.15 $103,253 - $115,547	1,624 Added 2.94%	56,840 $3.7 Billion
Q2 2024 Jul 31, 2024	SELL	$57.42 - $62.37 $178,748 - $194,157	-3,113 Reduced 5.34%	55,216 $3.32 Billion
Q1 2024 May 14, 2024	BUY	$56.66 - $62.34 $3.3 Million - $3.64 Million	58,329 New	58,329 $3.44 Billion

Others Institutions Holding DFAS

# of Institutions

821

Shares Held

126M

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

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