Cascade Financial Partners, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 56,840 shares of DFAS stock, worth $3.62 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
56,840
Previous 55,216
2.94%
Holding current value
$3.62 Million
Previous $3.58 Billion
3.37%
% of portfolio
0.48%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
777Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$845 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$480 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$417 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio