Cascade Wealth Advisors, Inc DFAS Holdings History
Cascade Wealth Advisors, Inc's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Cascade Wealth Advisors, Inc held 88,230.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $4.91 Mil. This investment constitutes 3.4% of their stock portfolio, and Cascade Wealth Advisors, Inc now holds 0.06% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q1. And since then Cascade Wealth Advisors, Inc has made 1 purchases of DFAS, at an average price of $59.21, for a total of 141,215.00 shares. In addition, there have been 3 sales at an average price of $64.30 for 52,985.00 shares. Based on historical transaction data and DFAS's current price of $64.74, Cascade Wealth Advisors, Inc's estimated gain on his DFAS holdings is $756,886.83, reflecting a 9.05% gain to date.
Cascade Wealth Advisors, Inc DFAS ($64.74) Holding Chart
Cascade Wealth Advisors, Inc DFAS ($64.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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