Tumwater Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Tumwater Wealth Management, LLC

  • $215 Billion
  • Q2 2025
Number of Shares
852,008
Previous 812,329 4.88%
Holding current value
$26.4 Billion
Previous $24.8 Billion 6.43%
% of portfolio
12.28%
Previous 12.95%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
39,679 Added 4.88%
852,008 $26.4 Billion
Q1 2025

May 15, 2025
BUY
N/A
13,994 Added 1.75%
812,329 $24.8 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
798,335 New
798,335 $24 Billion
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