Wealth Advisors Northwest LLC Increases Holdings in Dimensional ETF
What happened
Wealth Advisors Northwest LLC increased its holdings in the Dimensional Global Core Plus Fixed Income ETF by 8.0% during the third quarter of 2026, according to its filing with the Securities and Exchange Commission. The firm acquired 42,818 shares, bringing its total ownership to 581,241 shares. Several other investors also modified their positions, including Forum Financial Management LP, which grew its stake by 4.6% during the quarter, and Ruedi Wealth Management Inc., which lifted its position by 8.1% in the first quarter.
From themarketsdaily.com
Why it matters
The increased buying activity by multiple institutional investors suggests growing demand for the Dimensional Global Core Plus Fixed Income ETF. Wealth Advisors Northwest LLC now holds 0.82% of the ETF, which is valued at $30,182,000 and represents 10.1% of the firm’s portfolio.
Multiple firms increased holdings or lifted stakes in the Dimensional Global Core Plus Fixed Income ETF on September 9, 2026.
From themarketsdaily.com