Cascade Wealth Advisors, Inc's ownership history for DFAI


Cascade Wealth Advisors, Inc currently holds 70.7K shares with a market value of $2.6M. It started holding DFAI on 2024-09-30. At its peak, it held 70.7K shares on 2025-09-30. Its highest holding value was $2.6M on 2025-09-30. At its lowest, it held 15.4K shares on 2025-03-31, with a value of $474.7K on 2025-03-31. In the recent 180 days, Cascade Wealth Advisors, Inc has increased its shares by 55.3K. In the recent year, Cascade Wealth Advisors, Inc has increased its shares by 47.0K.


Cascade Wealth Advisors, Inc's ownership history for DFAI