Northwest Wealth Management, LLC Dimensional ETF Tr Transaction History

Northwest Wealth Management, LLC

  • $381 Million
  • Q2 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 150,074 shares of DFAI stock, worth $4.66 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
150,074
Previous 119,763 25.31%
Holding current value
$4.66 Million
Previous $3.62 Million 23.02%
% of portfolio
1.17%
Previous 1.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$28.93 - $30.91 $876,897 - $936,913
30,311 Added 25.31%
150,074 $4.45 Million
Q1 2024

May 13, 2024
BUY
$27.74 - $30.27 $1.17 Million - $1.28 Million
42,338 Added 54.68%
119,763 $3.62 Million
Q4 2023

Feb 14, 2024
BUY
$24.88 - $28.69 $1.1 Million - $1.27 Million
44,340 Added 134.02%
77,425 $2.22 Million
Q3 2023

Nov 01, 2023
BUY
$26.0 - $28.17 $860,210 - $932,004
33,085 New
33,085 $863,000

Others Institutions Holding DFAI

# of Institutions
520
Shares Held
159M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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