Cascade Wealth Advisors, Inc's ownership history for DFAT

Cascade Wealth Advisors, Inc currently holds 10.7K shares with a market value of $677.5K. It started holding DFAT on 2024-09-30. At its peak, it held 10.8K shares on 2025-06-30. Its highest holding value was $677.5K on 2025-12-31. At its lowest, it held 5.1K shares on 2024-12-31, with a value of $283.6K on 2024-12-31. In the recent 180 days, Cascade Wealth Advisors, Inc has decreased its shares by 95. In the recent year, Cascade Wealth Advisors, Inc has increased its shares by 4.4K.