Cascade Wealth Advisors, Inc's ownership history for DFAI


Cascade Wealth Advisors, Inc currently holds 91.1K shares with a market value of $3.8M. It started holding DFAI on 2024-09-30. At its peak, it held 91.1K shares on 2026-03-31. Its highest holding value was $3.8M on 2026-03-31. 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 20.4K. In the recent year, Cascade Wealth Advisors, Inc has increased its shares by 75.8K.


Cascade Wealth Advisors, Inc's ownership history for DFAI