Wealth Advisors Northwest LLC Dimensional ETF Tr Short Durat Transaction History
Wealth Advisors Northwest LLC
- $190 Billion
- Q2 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 35,904 shares of DFSD stock, worth $1.72 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
35,904
Previous 9,320
285.24%
Holding current value
$1.72 Million
Previous $443 Million
289.21%
% of portfolio
0.91%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
71.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio