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

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 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 $365,587. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,347
Previous 6,347 -0.0%
Holding current value
$365,587
Previous $355 Million 0.57%
% of portfolio
0.25%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
681
Shares Held
159M
Call Options Held
0
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
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