StockDriftsStockDriftsTop 50 Wealth Advisors Northwest Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 24.56% | 1.51M | $58.6M | +9.78%(+134.25K) | $35.12(+21.54%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 8.09% | 550.3K | $19.3M | +4.89%(+25.65K) | $30.53(+23.41%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.05% | 540.4K | $19.2M | +4.12%(+21.38K) | $28.02(+33.00%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 7.49% | 330.6K | $17.8M | +12.09%(+35.66K) | $54.07(+0.49%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.52% | 422.7K | $15.5M | +7.29%(+28.74K) | $34.55(+13.82%) | 2026-03-31 | |
| DGCB | DIMENSIONAL ETF TRUST | 6.38% | 280.9K | $15.2M | +25.14%(+56.43K) | $53.88(+1.17%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.81% | 43.6K | $9.1M | -5.18%(-2.38K) | $203.57(+34.38%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.66% | 252.4K | $8.7M | +4.94%(+11.89K) | $28.03(+41.41%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 2.9% | 175.1K | $6.9M | -2.33%(-4.18K) | $28.23(+45.79%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.82% | 148.8K | $6.7M | -7.61%(-12.26K) | $40.20(+24.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.14% | +16.21% |
| Top 20 Holdings Unweighted | +5.69% | +18.05% |
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