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Dimensional Etf Trust shares owned by Cascade Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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

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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
2025-12-31 $957k 20k 47.99
2025-09-30 $930k 20k 46.63
2025-06-30 $1.9M 43k 43.65

More positions owned by Cascade Wealth Advisors

Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Neos Etf Trust Nasdaq 100 High (QQQI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Specialized Funds Div App Etf (VIG)
Neos Etf Trust Msci Eafe High (NIHI)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)

View all positions for Cascade Wealth Advisors

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
RVW Wealth
Sageworth Trust Company
Resources Investment Advisors
Hanson McClain Advisors
Colony
Aquire Wealth Advisors
Modera Wealth Management
Mars Jewett Financial Group
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Kooman & Associates
Beacon Pointe Advisors
Blankinship & Foster
Spinnaker Investment Group
Evoke Wealth

View all funds holding Dimensional Etf Trust