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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

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All positions including Dimensional Etf Trust held by Cascade Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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 $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