Wealth Advisors Northwest LLC Incresed Positions in Q2 2025

Wealth Advisors Northwest LLC

  • $190 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
103K
+ 8.54%
$29.12 - $35.84 $3M - $3.69M
1.31M $46.9B
Dimensional ETF Trust
58.7K
+ 41.48%
N/A
200K $10.9B
Dimensional ETF Trust
53.4K
+ 48.22%
N/A
164K $8.9B
DFSV
Dimensional ETF Tr Dimensional

ETFs
83.2K
+ 19.39%
$24.21 - $29.47 $2.02M - $2.45M
513K $15.1B
DUHP
Dimensional ETF Tr Dimensional

ETFs
13.8K
+ 4.12%
$29.36 - $35.56 $406K - $491K
349K $12.4B
DFSD
Dimensional ETF Tr Short Durat

ETFs
26.6K
+ 285.24%
$47.09 - $48.01 $1.25M - $1.28M
35.9K $1.72B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.6K
+ 8.58%
$23.4 - $29.68 $388K - $493K
210K $6.24B
DFAU
Dimensional ETF Tr

ETFs
11.2K
+ 7.09%
$34.04 - $42.36 $380K - $473K
169K $7.15B
Dimensional ETF Trust
15.2K
+ 327.2%
N/A
19.8K $1.06B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
15.2K
+ 28.24%
$41.1 - $42.37 $626K - $646K
69.2K $2.93B
MSFT
Microsoft Corp

Technology
399
+ 15.01%
$354.56 - $497.45 $141K - $198K
3.06K $1.52B
Dimensional ETF Trust
17.2K
+ 35.12%
N/A
66.1K $1.77B
DIHP
Dimensional ETF Tr Dimensional

ETFs
196
+ 0.12%
$24.32 - $29.74 $4.77K - $5.83K
160K $4.72B
Dimensional ETF Trust
4.59K
+ 51.88%
N/A
13.4K $898M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.41K
+ 2.92%
$23.66 - $29.99 $57K - $72.3K
85K $2.55B
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1.38K
+ 1.61%
$22.25 - $28.0 $30.6K - $38.5K
86.9K $2.43B
DFSU
Dimensional ETF Tr Dimen Us Su
3.39K
+ 9.36%
N/A
39.6K $1.55B
DFAE
Dimensional ETF Tr

ETFs
2.6K
+ 6.96%
$22.87 - $28.95 $59.4K - $75.2K
39.9K $1.16B
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 5.34%
$210.28 - $289.91 $21.9K - $30.2K
2.05K $595M
COST
Costco Wholesale Corp

Consumer Defensive
61
+ 12.35%
$908.13 - $1056.85 $55.4K - $64.5K
555 $549M
DFSI
Dimensional ETF Tr Dimen Intl
488
+ 3.76%
N/A
13.5K $531M
VUG
Vanguard Growth ETF

ETFs
7
+ 1.08%
$329.49 - $438.4 $2.31K - $3.07K
653 $286M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
427
+ 9.35%
$67.03 - $80.35 $28.6K - $34.3K
4.99K $398M
DFSE
Dimensional ETF Tr Dimen Emrgn
261
+ 4.1%
N/A
6.63K $252M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
165
+ 4.4%
$72.61 - $88.75 $12K - $14.6K
3.92K $348M
V
Visa Inc.

Financial Services
77
+ 7.27%
$308.27 - $373.31 $23.7K - $28.7K
1.14K $403M
DFSB
Dimensional ETF Tr Dimensional
354
+ 3.45%
N/A
10.6K $556M
AAPL
Apple Inc.

Technology
671
+ 8.64%
$172.42 - $223.89 $116K - $150K
8.44K $1.73B
AMGN
Amgen Inc

Healthcare
94
+ 12.72%
$262.28 - $309.85 $24.7K - $29.1K
833 $233M
Activity Summary
Buys All Purchases 37 New Holdings 7 Increased Positions 30 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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