Cascade Wealth Advisors, Inc Dimensional ETF Tr Transaction History

Cascade Wealth Advisors, Inc

$177 Billion
Q2 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 33,598 shares of DFAI stock, worth $1.23 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

33,598

Previous 15,382 118.42%

Holding current value

$1.23 Million

Previous $475 Million 149.0%

% of portfolio

0.67%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$28.02 - $34.71 $510,412 - $632,277	18,216 Added 118.42%	33,598 $1.18 Billion
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

693

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Cascade Wealth Advisors, Inc Dimensional ETF Tr Transaction History