DFAC β€” DIMENSIONAL ETF TRUST

Ownership history in Wealth Advisors Northwest LLC  Β·  6 quarters on record

AI Ownership Summary

Wealth Advisors Northwest LLC reported DIMENSIONAL ETF TRUST (DFAC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 26.4% in 2024 Q4. The latest visible filing shows DFAC at 24.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Advisors Northwest LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFAC was reported at 24.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.4% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wealth Advisors Northwest LLC held DFAC β€” position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,507,026 +134,245 +9.8% 24.56% $58.6M 2026-04-09 $40.61
2025 Q4 ADDED 1,372,781 +97,874 +7.7% 24.10% $54.3M 2026-01-16 $40.59
2025 Q3 REDUCED 1,274,907 -32,360 -2.5% 23.78% $49.2M 2025-10-09 $38.47
2025 Q2 ADDED 1,307,267 +102,897 +8.5% 24.69% $46.9M 2025-07-24 $36.61
2025 Q1 ADDED 1,204,370 +83,848 +7.5% 25.17% $39.7M 2025-04-16 $30.41
2024 Q4 INITIATED 1,120,522 β€” β€” 26.40% $38.8M 2025-01-29 $35.27

FAQ About Wealth Advisors Northwest LLC and DFAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealth Advisors Northwest LLC reported owning DFAC?

Wealth Advisors Northwest LLC reported DFAC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DFAC position in Wealth Advisors Northwest LLC's portfolio?

The largest reported portfolio weight for DFAC was 26.40% in 2024 Q4.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2026 Q1, when Wealth Advisors Northwest LLC reported 1,507,026 shares, equal to 24.56% of portfolio, with an estimated market value of $58.6M.

What does the chart on this DFAC ownership page compare?

The chart compares Wealth Advisors Northwest LLC's quarterly DFAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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