Dimensional Etf Trust shares owned by Cascade Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Cascade Wealth Advisors
from 13F filings
Historical chart of Cascade Wealth Advisors investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Cascade Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Cascade Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 100k | 68.24 |
| 2025-06-30 | $5.3M | 83k | 64.48 |
| 2025-03-31 | $4.9M | 88k | 55.68 |
| 2024-12-31 | $8.9M | 137k | 65.08 |
| 2024-09-30 | $9.0M | 139k | 64.86 |
| 2024-06-30 | $9.0M | 141k | 64.05 |
| 2024-03-31 | $8.0M | 135k | 58.98 |