Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Advisors Northwest LLC (CIK 2053892) reported $238.4M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($58.6M, 24.56%), DFSV ($19.3M, 8.09%), DFIC ($19.2M, 8.05%), DFGP ($17.8M, 7.49%), DUHP ($15.5M, 6.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $58.6M | 24.56% | 1.5M | Added |
| 2 | DFSV | DIMENSIONAL ETF TRUST | $19.3M | 8.09% | 550,318 | Added |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $19.2M | 8.05% | 540,369 | Added |
| 4 | DFGP | DIMENSIONAL ETF TRUST | $17.8M | 7.49% | 330,590 | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $15.5M | 6.52% | 422,684 | Added |
| 6 | DGCB | DIMENSIONAL ETF TRUST | $15.2M | 6.38% | 280,889 | Added |
| 7 | AMZN | AMAZON COM INC | $9.1M | 3.81% | 43,561 | Trimmed |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $8.7M | 3.66% | 252,381 | Added |
| 9 | DISV | DIMENSIONAL ETF TRUST | $6.9M | 2.90% | 175,074 | Trimmed |
| 10 | DFAU | DIMENSIONAL ETF TRUST | $6.7M | 2.82% | 148,759 | Trimmed |
| 11 | DIHP | DIMENSIONAL ETF TRUST | $5.7M | 2.40% | 177,706 | Added |
| 12 | DFCF | DIMENSIONAL ETF TRUST | $4.2M | 1.76% | 99,557 | Added |
| 13 | DCOR | DIMENSIONAL ETF TRUST | $4.0M | 1.69% | 55,909 | Added |
| 14 | DFUV | DIMENSIONAL ETF TRUST | $3.4M | 1.44% | 70,879 | Trimmed |
| 15 | DFEV | DIMENSIONAL ETF TRUST | $3.3M | 1.38% | 92,249 | Added |
| 16 | DEHP | DIMENSIONAL ETF TRUST | $3.0M | 1.28% | 90,004 | Trimmed |
| 17 | DFGR | DIMENSIONAL ETF TRUST | $2.9M | 1.23% | 110,206 | Added |
| 18 | SPYV | SPDR SERIES TRUST | $2.2M | 0.94% | 39,511 | Added |
| 19 | DFAX | DIMENSIONAL ETF TRUST | $2.2M | 0.91% | 63,853 | Added |
| 20 | SPYG | SPDR SERIES TRUST | $2.0M | 0.86% | 20,853 | Trimmed |
| 21 | DFSD | DIMENSIONAL ETF TRUST | $2.0M | 0.85% | 42,334 | Added |
| 22 | DFGX | DIMENSIONAL ETF TRUST | $2.0M | 0.83% | 37,607 | Added |
| 23 | TSLA | TESLA INC | $2.0M | 0.82% | 5,247 | Hold |
| 24 | DFAI | DIMENSIONAL ETF TRUST | $1.9M | 0.80% | 48,669 | Trimmed |
| 25 | AAPL | APPLE INC | $1.9M | 0.78% | 7,341 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31