Cascade Wealth Advisors, Inc Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 6,347 shares of DFAT stock, worth $352,068. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,347
Previous 12,351
48.61%
Holding current value
$352,068
Previous $635 Million
44.1%
% of portfolio
0.26%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$790 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$690 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$479 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$416 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio