Tumwater Wealth Management, LLC Dimensional ETF Tr Transaction History
Tumwater Wealth Management, LLC
- $245 Billion
- Q4 2025
A detailed history of Tumwater Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tumwater Wealth Management, LLC holds 2,229,430 shares of DFAX stock, worth $71.4 Million. This represents 29.74% of its overall portfolio holdings.
Number of Shares
2,229,430
Previous 2,171,396
2.67%
Holding current value
$71.4 Million
Previous $68.1 Billion
7.09%
% of portfolio
29.74%
Previous 30.27%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
675Shares Held
259MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio