Cascade Financial Partners, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 38,556 shares of DFAT stock, worth $2.04 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
38,556
Previous 38,556 -0.0%
Holding current value
$2.04 Million
Previous $2.15 Billion 7.49%
% of portfolio
0.25%
Previous 0.28%

Shares

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
771
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email