Northwest Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 2024
A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 1,252,338 shares of DFAC stock, worth $42.7 Million. This represents 10.19% of its overall portfolio holdings.
Number of Shares
1,252,338
Previous 1,182,659
5.89%
Holding current value
$42.7 Million
Previous $38.1 Million
12.63%
% of portfolio
10.19%
Previous 10.01%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio