Cascade Financial Partners, LLC Dimensional ETF Tr U S Target Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 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 37,346 shares of DFAT stock, worth $2.01 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
37,346
Previous 37,346
-0.0%
Holding current value
$2.01 Million
Previous $1.92 Billion
0.86%
% of portfolio
0.25%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio