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

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 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 5,096 shares of DFAT stock, worth $250,060. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,096
Previous 6,347 19.71%
Holding current value
$250,060
Previous $353 Million 19.67%
% of portfolio
0.19%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$54.54 - $61.04 $68,229 - $76,361
-1,251 Reduced 19.71%
5,096 $284 Million
Q2 2024

Jul 26, 2024
SELL
$50.18 - $54.47 $301,280 - $327,037
-6,004 Reduced 48.61%
6,347 $355 Million
Q1 2024

Apr 15, 2024
BUY
$49.45 - $54.43 $610,756 - $672,264
12,351 New
12,351 $635 Million

Others Institutions Holding DFAT

# of Institutions
758
Shares Held
167M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email