DIMENSIONAL ETF TRUST

Ticker: DFAT CUSIP: 25434V609 Class: COM

Cascade Wealth Advisors, Inc's Holding History (CIK: 0002018936)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,735 Value ($000) $677 Avg Close Range
Q3 2025
Shares 10,735 Value ($000) $616 Avg Close Range
Q2 2025
Shares 10,830 Value ($000) $591 Avg Close Range
Q4 2024
Shares 5,096 Value ($000) $284 Avg Close Range
Q3 2024
Shares 6,347 Value ($000) $353 Avg Close Range
Q2 2024
Shares 6,347 Value ($000) $355 Avg Close Range
Q1 2024
Shares 12,351 Value ($000) $635 Avg Close Range