Dimensional Etf Trust shares owned by Cascade Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Cascade Wealth Advisors
from 13F filings
Historical chart of Cascade Wealth Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Cascade Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 71k | 37.00 |
| 2025-06-30 | $1.2M | 34k | 35.18 |
| 2025-03-31 | $475k | 15k | 30.86 |
| 2024-12-31 | $592k | 20k | 29.20 |
| 2024-09-30 | $755k | 24k | 31.78 |
| 2024-06-30 | $748k | 25k | 29.87 |
| 2024-03-31 | $1.3M | 45k | 29.37 |