Wealth Advisors Northwest LLC Dimensional ETF Tr Dimensional Transaction History

Wealth Advisors Northwest LLC

  • $158 Billion
  • Q1 2025

A detailed history of Wealth Advisors Northwest LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Advisors Northwest LLC holds 429,342 shares of DFSV stock, worth $10.9 Million. This represents 7.66% of its overall portfolio holdings.

Number of Shares
429,342
Previous 356,030 20.59%
Holding current value
$10.9 Million
Previous $11 Billion 10.29%
% of portfolio
7.66%
Previous 7.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$27.56 - $32.1 $2.02 Million - $2.35 Million
73,312 Added 20.59%
429,342 $12.1 Billion
Q4 2024

Jan 29, 2025
BUY
$30.18 - $33.87 $10.7 Million - $12.1 Million
356,030 New
356,030 $11 Billion

Others Institutions Holding DFSV

# of Institutions
420
Shares Held
111M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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