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 $278,476. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,770
Previous 8,270 6.05%
Holding current value
$278,476
Previous $270 Million 1.21%
% of portfolio
0.19%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$31.05 - $34.29 $15,525 - $17,145
-500 Reduced 6.05%
7,770 $266 Million
Q2 2024

Jul 26, 2024
BUY
$30.09 - $32.37 $248,844 - $267,699
8,270 New
8,270 $270 Million

Others Institutions Holding DFAC

# of Institutions
903
Shares Held
728M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc 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 Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email