Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Small C Transaction History

Cascade Wealth Advisors, Inc

  • $135 Billion
  • Q2 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 141,215 shares of DFAS stock, worth $9.14 Million. This represents 6.69% of its overall portfolio holdings.

Number of Shares
141,215
Previous 135,004 4.6%
Holding current value
$9.14 Million
Previous $7.96 Billion 13.59%
% of portfolio
6.69%
Previous 6.77%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$57.42 - $62.37 $356,635 - $387,380
6,211 Added 4.6%
141,215 $9.04 Billion
Q1 2024

Apr 15, 2024
BUY
$56.66 - $62.34 $7.65 Million - $8.42 Million
135,004 New
135,004 $7.96 Billion

Others Institutions Holding DFAS

# of Institutions
662
Shares Held
105M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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