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 $282,439. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,770
Previous 8,270
6.05%
Holding current value
$282,439
Previous $270 Million
1.21%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio