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Dimensional Etf Trust shares owned by Cascade Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DIHP) 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
2025-09-30 $363k 12k 31.02
2025-06-30 $616k 21k 29.42

More positions owned by Cascade Wealth Advisors

Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Neos Etf Trust Russell 2000 Hig (IWMI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Cascade Wealth Advisors

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Savant Capital Management
Colony
Forum Financial Management
Sequoia Financial Advisors
Envestnet Asset Management
Clarius
Buckingham Strategic Partners
Bank Of Montreal
HighTower Advisors
Aprio Wealth Management
Kestra Investment Management
Planning Center
Satovsky Asset Management
Foster Group

View all funds holding Dimensional Etf Trust