Wealth Advisors Northwest LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Wealth Advisors Northwest LLC holds 19,387 shares of DFAS stock, worth $1.2 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
19,387
Previous 20,273
4.37%
Holding current value
$1.2 Million
Previous $1.32 Billion
12.2%
% of portfolio
0.73%
Previous 0.9%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio