Cascade Wealth Advisors, Inc Dimensional ETF Tr Transaction History
Cascade Wealth Advisors, Inc
- $118 Billion
- Q1 2024
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 45,369 shares of DFAI stock, worth $1.35 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
45,369Holding current value
$1.35 Million% of portfolio
1.13%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
489Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$181 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$157 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$139 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$114 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$98.9 Million15.43% of portfolio