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Dimensional Etf Trust shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 37k 55.25
2024-06-30 $1.9M 37k 51.87

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View all positions for Cascade Financial Partners

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Buckingham Strategic Partners
Pure Financial Advisors
Jackson Thornton Asset Management
CI Private Wealth
Asset Dedication
Envestnet Asset Management
RW Investment Management
EP Wealth Advisors
Trust Co of the South
Apella Capital

View all funds holding Dimensional Etf Trust