Northwest Wealth Management, LLC Dimensional ETF Tr Transaction History

Northwest Wealth Management, LLC

  • $422 Million
  • Q3 2024

A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 114,238 shares of DFAE stock, worth $2.93 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
114,238
Previous 96,906 17.89%
Holding current value
$2.93 Million
Previous $2.51 Million 24.94%
% of portfolio
0.74%
Previous 0.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$24.46 - $27.82 $423,940 - $482,176
17,332 Added 17.89%
114,238 $3.13 Million
Q2 2024

Aug 05, 2024
BUY
$24.03 - $26.3 $606,589 - $663,890
25,243 Added 35.22%
96,906 $2.51 Million
Q1 2024

May 13, 2024
BUY
$22.74 - $24.88 $913,465 - $999,429
40,170 Added 127.55%
71,663 $1.77 Million
Q4 2023

Feb 14, 2024
BUY
$21.63 - $24.11 $681,193 - $759,296
31,493 New
31,493 $759,000

Others Institutions Holding DFAE

# of Institutions
474
Shares Held
142M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Northwest Wealth Management, LLC Portfolio

Follow Northwest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email