Tumwater Wealth Management, LLC 13F Holdings

Read this manager's filing book

Step 1 of 3

Disclosed positions

Tumwater Wealth Management, LLC: source evidence dated 2026-07-21T03:59:59.999Z.

Issuer: DIMENSIONAL ETF TRUST
Ticker: DFAX
Class: WORLD EX US CORE
Reported value: $79,533,471
Reported amount: 2,158,889
Unit: SH
Option: None

What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002085853-26-000783

What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings

What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions

Filter rows


DIMENSIONAL ETF TRUST	DFAX	WORLD EX US CORE	$79,533,471	2,158,889	SH	None
VANGUARD INDEX FDS	VTI	TOTAL STK MKT	$61,446,252	166,053	SH	None
DIMENSIONAL ETF TRUST	DFAT	US TARGETED VLU	$44,505,889	636,708	SH	None
DIMENSIONAL ETF TRUST	DFLV	US LARG VALU ETF	$35,856,216	906,834	SH	None
VANGUARD BD INDEX FDS	BIV	INTERMED TERM	$16,782,802	218,749	SH	None
DIMENSIONAL ETF TRUST	DUSB	ULTR FIX INC ETF	$9,817,450	193,333	SH	None
VANGUARD INDEX FDS	VV	LARGE CAP ETF	$5,382,535	15,651	SH	None
DIMENSIONAL ETF TRUST	DFUV	US MKTWIDE VALUE	$4,414,167	80,243	SH	None
VANGUARD INDEX FDS	VOO	S&P 500 ETF SHS	$3,180,617	4,631	SH	None
CHEVRON CORPORATION	CVX	COM	$2,350,837	14,182	SH	None
CATERPILLAR INC	CAT	COM	$1,507,625	1,416	SH	None
APPLE INC	AAPL	COM	$1,396,741	4,827	SH	None
SCHWAB STRATEGIC TR	FNDF	FUNDAMENTAL INTL	$1,032,566	19,571	SH	None
SCHWAB STRATEGIC TR	FNDC	FUNDAMENTAL INTL	$1,021,945	21,045	SH	None
MICROSOFT CORP	MSFT	COM	$891,152	2,389	SH	None
IDACORP INC	IDA	COM	$753,625	4,981	SH	None
VANGUARD BD INDEX FDS	BSV	SHORT TRM BOND	$674,311	8,655	SH	None
SCHWAB STRATEGIC TR	FNDE	FUND EM EQUI ETF	$604,445	15,233	SH	None
SEAGATE TECHNOLOGY HLDNGS PL	STX	ORD SHS	$579,000	600	SH	None
VANGUARD INDEX FDS	VB	SMALL CP ETF	$530,460	1,750	SH	None
KEYSIGHT TECHNOLOGIES INC	KEYS	COM	$487,648	1,393	SH	None
COSTCO WHOLESALE CORPORATION	COST	COM	$472,426	505	SH	None
JPMORGAN CHASE & CO	JPM	COM	$434,367	1,327	SH	None
WALMART INC	WMT	COM	$366,962	3,240	SH	None
EXXON MOBIL CORP	XOM	COM	$345,458	2,527	SH	None
FREEPORT MCMORAN INC	FCX	CL B	$319,796	5,085	SH	None
MICRON TECHNOLOGY INC	MU	COM	$313,967	272	SH	None
DIMENSIONAL ETF TRUST	DFIC	INTL CORE EQUITY	$309,258	8,300	SH	None
ORACLE CORP	ORCL	COM	$301,453	2,057	SH	None
NVIDIA CORPORATION	NVDA	COM	$252,518	1,262	SH	None
VANGUARD INDEX FDS	VTV	VALUE ETF	$241,249	1,107	SH	None
SCHWAB CHARLES CORP	SCHW	COM	$205,578	2,228	SH	None
CAPITAL GROUP CORE BALANCED	CGBL	SHS	$202,630	5,338	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.