Dimensional Etf Trust shares owned by Cascade Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) 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 | $616k | 11k | 57.35 |
| 2025-06-30 | $591k | 11k | 54.58 |
| 2024-12-31 | $284k | 5.1k | 55.66 |
| 2024-09-30 | $353k | 6.3k | 55.63 |
| 2024-06-30 | $355k | 6.3k | 55.95 |
| 2024-03-31 | $635k | 12k | 51.43 |