Cascade Wealth Advisors, Inc Dimensional ETF Tr Transaction History

Cascade Wealth Advisors, Inc

  • $145 Billion
  • Q1 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 15,382 shares of DFAI stock, worth $525,602. This represents 0.33% of its overall portfolio holdings.

Number of Shares
15,382
Previous 20,284 24.17%
Holding current value
$525,602
Previous $592 Million 19.86%
% of portfolio
0.33%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$28.88 - $32.4 $141,569 - $158,824
-4,902 Reduced 24.17%
15,382 $475 Million
Q4 2024

Feb 05, 2025
SELL
$29.0 - $31.6 $100,630 - $109,652
-3,470 Reduced 14.61%
20,284 $592 Million
Q3 2024

Oct 15, 2024
SELL
$28.69 - $32.06 $37,038 - $41,389
-1,291 Reduced 5.15%
23,754 $755 Million
Q2 2024

Jul 26, 2024
SELL
$28.93 - $30.91 $587,973 - $628,214
-20,324 Reduced 44.8%
25,045 $748 Million
Q1 2024

Apr 15, 2024
BUY
$27.74 - $30.27 $1.26 Million - $1.37 Million
45,369 New
45,369 $1.33 Billion

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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