Wealth Advisors Northwest LLC New Holdings in Q4 2024

Wealth Advisors Northwest LLC

  • $147 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.12M
New
$33.92 - $36.6 $38M - $41M
1.12M $38.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
435K
New
$25.61 - $28.0 $11.1M - $12.2M
435K $11.2B
DFSV
Dimensional ETF Tr Dimensional

ETFs
356K
New
$30.18 - $33.87 $10.7M - $12.1M
356K $11B
DUHP
Dimensional ETF Tr Dimensional

ETFs
287K
New
$33.62 - $35.69 $9.63M - $10.2M
287K $9.68B
AMZN
Amazon Com Inc

Consumer Cyclical
44.1K
New
$180.88 - $232.93 $7.98M - $10.3M
44.1K $9.68B
DFAU
Dimensional ETF Tr

ETFs
156K
New
$39.27 - $42.38 $6.13M - $6.61M
156K $6.32B
DISV
Dimensional ETF Tr Dimensional

ETFs
166K
New
$26.18 - $28.77 $4.36M - $4.79M
166K $4.42B
Dimensional ETF Trust
79.4K
New
N/A
79.4K $4.19B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
157K
New
$26.16 - $28.82 $4.1M - $4.51M
157K $4.1B
DIHP
Dimensional ETF Tr Dimensional

ETFs
157K
New
$25.15 - $27.57 $3.94M - $4.32M
157K $3.95B
Dimensional ETF Trust
56.3K
New
N/A
56.3K $2.96B
SPYG
Spdr Portfolio

ETFs
26.5K
New
$81.74 - $91.38 $2.17M - $2.42M
26.5K $2.33B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
44.2K
New
$51.09 - $55.27 $2.26M - $2.44M
44.2K $2.26B
TSLA
Tesla, Inc.

Consumer Cyclical
5.54K
New
$213.65 - $479.86 $1.18M - $2.66M
5.54K $2.24B
AAPL
Apple Inc.

Technology
8.56K
New
$221.69 - $259.02 $1.9M - $2.22M
8.56K $2.14B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
80.1K
New
$26.16 - $29.13 $2.09M - $2.33M
80.1K $2.1B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
50.8K
New
$41.17 - $43.34 $2.09M - $2.2M
50.8K $2.1B
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
80.7K
New
$24.74 - $27.68 $2M - $2.23M
80.7K $2B
DFAR
Dimensional ETF Tr Dimensional

ETFs
73.3K
New
$22.72 - $25.76 $1.66M - $1.89M
73.3K $1.71B
DFAX
Dimensional ETF Tr
67.8K
New
$24.76 - $27.04 $1.68M - $1.83M
67.8K $1.69B
DFAI
Dimensional ETF Tr

ETFs
56.8K
New
$29.0 - $31.6 $1.65M - $1.79M
56.8K $1.66B
DFAS
Dimensional ETF Tr U S Small C

ETFs
20.3K
New
$63.58 - $71.15 $1.29M - $1.44M
20.3K $1.32B
NFLX
Netflix Inc

Communication Services
1.45K
New
$687.65 - $936.56 $996K - $1.36M
1.45K $1.29B
MSFT
Microsoft Corp

Technology
3.05K
New
$406.35 - $454.46 $1.24M - $1.39M
3.05K $1.29B
DFSU
Dimensional ETF Tr Dimen Us Su
32.5K
New
N/A
32.5K $1.23B
DFAE
Dimensional ETF Tr

ETFs
38.8K
New
$25.36 - $28.15 $983K - $1.09M
38.8K $983M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.8K
New
$34.13 - $37.35 $846K - $925K
24.8K $846M
VTI
Vanguard Total Stock Market Et

ETFs
2.59K
New
$280.04 - $302.45 $724K - $782K
2.59K $749M
Dimensional ETF Trust
8.48K
New
N/A
8.48K $544M
VGT
Vanguard Information Technolog

ETFs
852
New
$571.78 - $647.97 $487K - $552K
852 $530M
HPQ
Hp Inc

Technology
16.2K
New
$32.46 - $39.3 $525K - $636K
16.2K $528M
XOM
Exxon Mobil Corp

Energy
4.57K
New
$105.51 - $125.37 $482K - $572K
4.57K $491M
JPM
Jpmorgan Chase & CO

Financial Services
2.03K
New
$205.18 - $250.29 $415K - $507K
2.03K $485M
HPE
Hewlett Packard Enterprise CO

Technology
22.2K
New
$19.31 - $23.95 $429K - $532K
22.2K $474M
COST
Costco Wholesale Corp

Consumer Defensive
512
New
$873.59 - $994.69 $447K - $509K
512 $470M
DFSB
Dimensional ETF Tr Dimensional
8.69K
New
N/A
8.69K $443M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.59K
New
$84.34 - $95.14 $387K - $437K
4.59K $401M
Dimensional ETF Trust
15.6K
New
N/A
15.6K $398M
DFSI
Dimensional ETF Tr Dimen Intl
11.3K
New
N/A
11.3K $372M
V
Visa Inc.

Financial Services
1.11K
New
$273.87 - $320.91 $303K - $355K
1.11K $349M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.48K
New
$61.52 - $66.5 $337K - $364K
5.48K $349M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.83K
New
$89.9 - $100.66 $344K - $385K
3.83K $346M
AVGO
Broadcom Inc.

Technology
1.34K
New
$159.67 - $250.0 $214K - $336K
1.34K $311M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.67K
New
$38.37 - $42.82 $294K - $329K
7.67K $294M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
627
New
$442.29 - $483.08 $277K - $303K
627 $284M
VDC
Vanguard Consumer Staples ETF

ETFs
1.31K
New
$210.96 - $223.62 $276K - $293K
1.31K $277M
GOOGL
Alphabet Inc.

Communication Services
1.38K
New
$161.86 - $196.66 $223K - $271K
1.38K $261M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.13K
New
$46.75 - $47.8 $240K - $245K
5.13K $240M
SBUX
Starbucks Corp

Consumer Cyclical
2.56K
New
$87.44 - $102.5 $224K - $262K
2.56K $234M
Activity Summary
Buys All Purchases 55 New Holdings 55 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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