Wealth Advisors Northwest LLC Reduced Holdings in Q3 2025

Wealth Advisors Northwest LLC

  • $207 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAR
Dimensional ETF Tr Dimensional

ETFs
-10.2K
- 41.48%
$22.9 - $24.1 $234K - $246K
14.4K $343M
DFSU
Dimensional ETF Tr Dimen Us Su
-7.82K
- 19.77%
N/A
31.8K $1.35B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-8.57K
- 10.63%
$41.91 - $44.87 $359K - $385K
72.1K $3.22B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.66K
- 13.9%
$63.41 - $69.69 $168K - $185K
16.5K $1.13B
DFSI
Dimensional ETF Tr Dimen Intl
-2.47K
- 18.35%
N/A
11K $451M
SPYG
Spdr Portfolio

ETFs
-2.44K
- 9.99%
$94.33 - $105.31 $230K - $257K
22K $2.3B
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.15K
- 17.4%
N/A
5.48K $225M
V
Visa Inc.

Financial Services
-18
- 1.58%
$332.09 - $358.86 $5.98K - $6.46K
1.12K $382M
DFAT
Dimensional ETF Tr U S Target

ETFs
-810
- 12.09%
$53.36 - $59.69 $43.2K - $48.3K
5.89K $343M
AMGN
Amgen Inc

Healthcare
-64
- 7.68%
$271.18 - $309.22 $17.4K - $19.8K
769 $217M
WMT
Walmart Inc.

Consumer Defensive
-185
- 7.6%
$94.4 - $104.27 $17.5K - $19.3K
2.25K $232M
HD
Home Depot, Inc.

Consumer Cyclical
-73
- 11.16%
$357.4 - $423.42 $26.1K - $30.9K
581 $235M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-106
- 2.71%
$87.69 - $96.0 $9.3K - $10.2K
3.81K $359M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-90
- 1.2%
$42.67 - $46.91 $3.84K - $4.22K
7.39K $346M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.57K
- 3.71%
$52.12 - $55.33 $81.6K - $86.6K
40.7K $2.25B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-47
- 0.94%
$79.39 - $90.39 $3.73K - $4.25K
4.95K $438M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-49
- 0.21%
$39.8 - $42.86 $1.95K - $2.1K
23.5K $1B
DFAX
Dimensional ETF Tr
-1.73K
- 2.64%
$29.25 - $31.56 $50.5K - $54.5K
63.7K $2B
DIHP
Dimensional ETF Tr Dimensional

ETFs
-2.2K
- 1.38%
$28.69 - $30.59 $63.2K - $67.4K
158K $4.8B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-2.02K
- 2.37%
$29.97 - $32.38 $60.4K - $65.2K
83K $2.65B
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-1.49K
- 1.71%
$27.85 - $30.91 $41.4K - $46K
85.5K $2.61B
DISV
Dimensional ETF Tr Dimensional

ETFs
-6.39K
- 3.6%
$32.78 - $35.79 $210K - $229K
171K $6.11B
AAPL
Apple Inc.

Technology
-401
- 4.75%
$202.38 - $256.87 $81.2K - $103K
8.04K $2.05B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-300
- 0.09%
$35.76 - $37.93 $10.7K - $11.4K
349K $13.2B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-10.3K
- 2.02%
$29.2 - $32.74 $302K - $339K
502K $16B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-32.4K
- 2.48%
$36.04 - $38.78 $1.17M - $1.25M
1.27M $49.2B
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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