Wealth Advisors Northwest LLC DIMENSIONAL ETF TRUST Transaction History

Wealth Advisors Northwest LLC

  • $190 Billion
  • Q2 2025
Number of Shares
164,186
Previous 110,775 48.22%
Holding current value
$8.9 Billion
Previous $5.89 Billion 51.17%
% of portfolio
4.69%
Previous 3.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
53,411 Added 48.22%
164,186 $8.9 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
54,495 Added 96.83%
110,775 $5.89 Billion
Q4 2024

Jan 29, 2025
BUY
N/A
56,280 New
56,280 $2.96 Billion
Track This Portfolio

Track Wealth Advisors Northwest LLC Portfolio

Follow Wealth Advisors Northwest LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors Northwest LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors Northwest LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email