Cascade Wealth Advisors, Inc Dimensional ETF Tr Us Marketwi Transaction History
Cascade Wealth Advisors, Inc
- $118 Billion
- Q1 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 72,966 shares of DFUV stock, worth $2.87 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
72,966Holding current value
$2.87 Million% of portfolio
2.43%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$943 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$570 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$431 Million0.71% of portfolio