Tumwater Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Tumwater Wealth Management, LLC

  • $192 Billion
  • Q1 2025
Number of Shares
812,329
Previous 798,335 1.75%
Holding current value
$24.8 Billion
Previous $24 Billion 3.58%
% of portfolio
12.95%
Previous 12.57%

Shares

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