CWA
Cascade Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
+10,830
| New | +$591K | 0.33% | 33 |
|
|
2025
Q1 | – | Sell |
-5,096
| Closed | -$284K | – | 44 |
|
|
2024
Q4 | $284K | Sell |
5,096
-1,251
| -20% | -$69.6K | 0.19% | 39 |
|
|
2024
Q3 | $353K | Hold |
6,347
| – | – | 0.25% | 38 |
|
|
2024
Q2 | $355K | Sell |
6,347
-6,004
| -49% | -$336K | 0.26% | 38 |
|
|
2024
Q1 | $635K | Buy |
+12,351
| New | +$635K | 0.54% | 34 |
|