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

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

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 32,636 shares of DFAT stock, worth $1.88 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

32,636

Previous 35,159 7.18%

Holding current value

$1.88 Million

Previous $1.9 Billion 0.13%

% of portfolio

0.22%

Previous 0.23%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$53.36 - $59.69 $134,627 - $150,597	-2,523 Reduced 7.18%	32,636 $1.9 Billion
Q2 2025 Aug 07, 2025	SELL	$44.8 - $53.97 $152,185 - $183,336	-3,397 Reduced 8.81%	35,159 $1.9 Billion
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

802

Shares Held

173M

Call Options Held

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