Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Core Eq Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 7,770 shares of DFAC stock, worth $265,190. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,770
Previous 8,270
6.05%
Holding current value
$265,190
Previous $270 Million
1.21%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio