Wealth Advisors Northwest LLC Dimensional ETF Tr Short Durat Transaction History
Wealth Advisors Northwest LLC
- $207 Billion
- Q3 2025
A detailed history of Wealth Advisors Northwest LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Wealth Advisors Northwest LLC holds 39,138 shares of DFSD stock, worth $1.9 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
39,138
Previous 35,904
9.01%
Holding current value
$1.9 Million
Previous $1.72 Billion
9.42%
% of portfolio
0.91%
Previous 0.91%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
370Shares Held
76.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio