Tumwater Wealth Management, LLC Purchases and Sells in Q2 2025

Tumwater Wealth Management, LLC

14 operations

Stock	Shares change	Price Range	Shares Held
DFAX	45.4K + 2.08%	$23.37 - $29.39 $1.06M - $1.33M	2.23M $65.5B
VTI	8.09K + 5.1%	$243.75 - $303.93 $1.97M - $2.46M	167K $50.6B
DFAT	44.8K + 7.95%	$44.8 - $53.97 $2.01M - $2.42M	609K $32.8B
DIMENSIONAL ETF TRUST	39.7K + 4.88%	N/A	852K $26.4B
VOO	138 + 3.4%	$456.74 - $568.03 $63K - $78.4K	4.2K $2.39B
CAT	51 + 3.87%	$273.94 - $388.21 $14K - $19.8K	1.37K $531M

6 operations

Stock	Shares change	Price Range	Shares Held
VIS	802 New	$220.04 - $280.07 $176K - $225K	802 $225M
NVDA	1.4K New	$94.31 - $157.99 $132K - $222K	1.4K $222M
FCX	5.09K New	$29.15 - $44.46 $148K - $226K	5.09K $220M
SCHW	2.23K New	$69.06 - $91.24 $154K - $203K	2.23K $203M
VTV	1.15K New	$153.67 - $176.74 $176K - $202K	1.15K $202M
VAW	1.03K New	$163.82 - $196.64 $169K - $203K	1.03K $201M

4 operations

Stock	Shares change	Price Range	Shares Held
AAPL	-400 - 7.78%	$172.42 - $223.89 $69K - $89.6K	4.74K $972M
BSV	-207 - 2.51%	$77.74 - $78.78 $16.1K - $16.3K	8.03K $632M
BIV	-278 - 0.15%	$75.05 - $77.34 $20.9K - $21.5K	184K $14.2B
MSFT	-36 - 1.27%	$354.56 - $497.45 $12.8K - $17.9K	2.79K $1.39B

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