Wealth Advisors Northwest LLC Dimensional ETF Tr U S Core Eq Transaction History
Wealth Advisors Northwest LLC
- $158 Billion
- Q1 2025
A detailed history of Wealth Advisors Northwest LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Wealth Advisors Northwest LLC holds 1,204,370 shares of DFAC stock, worth $38.6 Million. This represents 25.17% of its overall portfolio holdings.
Number of Shares
1,204,370
Previous 1,120,522
7.48%
Holding current value
$38.6 Million
Previous $38.8 Billion
2.51%
% of portfolio
25.17%
Previous 26.4%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.84 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.49 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$583 Million0.26% of portfolio