Cascade Wealth Advisors, Inc Dimensional ETF Tr Us Marketwi Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 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 72,018 shares of DFUV stock, worth $2.95 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
72,018
Previous 71,104 1.29%
Holding current value
$2.95 Million
Previous $2.88 Billion 4.31%
% of portfolio
2.15%
Previous 2.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$38.51 - $41.69 $35,198 - $38,104
914 Added 1.29%
72,018 $3 Billion
Q2 2024

Jul 26, 2024
SELL
$38.53 - $40.76 $71,742 - $75,895
-1,862 Reduced 2.55%
71,104 $2.88 Billion
Q1 2024

Apr 15, 2024
BUY
$36.22 - $40.9 $2.64 Million - $2.98 Million
72,966 New
72,966 $2.86 Billion

Others Institutions Holding DFUV

# of Institutions
640
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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