Wealth Advisors Northwest Llc: Q2 2026 Portfolio Activity Analysis
This filing details significant purchases and sales by Wealth Advisors Northwest Llc in Dimensional Fund Trust ETFs during the second quarter of 2026.
According to filings from Wealth Advisors Northwest Llc, substantial changes occurred in their investment portfolio during the second quarter of 2026.
The investor demonstrated a clear focus on Dimensional Fund Trust products, with activity concentrated across various ETFs. Notably, they added shares to several Dimensional funds while reducing positions in others and exiting some entirely.
One significant action involved the purchase of Vanguard World Fund (ETF) Shares, symbol VGT. This fund, categorized under Technology within Dimensional's universe, saw its position increased by 5376 shares during this period.
In terms of ETF additions, the filing shows strong buying interest in several Dimensional offerings:
- DIMENSIONAL ETF TRUST (DGCB): Acquired 36.1% more shares, boosting its portfolio allocation.
- DIMENSIONAL ETF TRUST (DFGP): Purchased a substantial number of new shares, increasing the position significantly.
- DIMENSIONAL ETF TRUST (DGCB): Showed significant buying activity with a 36.1% increase in shares held.
- DIMENSIONAL ETF TRUST (DFEM), DIHP, and DFSV also saw increases during this quarter.
Conversely, the investor reduced their position in DIMENSIONAL ETF TRUST (DFAU), which experienced a 7.5% decrease in shares held.
- DIMENSIONAL ETF TRUST (DFIC): Holdings increased slightly by 4.32%, adding to the existing allocation.
The overall portfolio structure remains heavily weighted towards Dimensional Fund Trust products, with a significant portion allocated to their own ETFs rather than individual stocks outside this trust.