Cascade Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cascade Wealth Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$591K	Buy
2025 Q1	–	Sell
2024 Q4	$284K	Sell
2024 Q3	$353K	Hold
2024 Q2	$355K	Sell
2024 Q1	$635K	Buy