Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Northwest Wealth Management, LLC

  • $465 Million
  • Q4 2024

A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 17,044 shares of DFAR stock, worth $400,704. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,044
Previous 17,014 0.18%
Holding current value
$400,704
Previous $436,000 9.17%
% of portfolio
0.09%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$22.72 - $25.76 $681 - $772
30 Added 0.18%
17,044 $396,000
Q3 2024

Nov 04, 2024
SELL
$21.91 - $26.03 $11,393 - $13,535
-520 Reduced 2.97%
17,014 $436,000
Q2 2024

Aug 05, 2024
SELL
$20.41 - $22.23 $39,268 - $42,770
-1,924 Reduced 9.89%
17,534 $387,000
Q1 2024

May 13, 2024
BUY
$21.28 - $22.96 $7,022 - $7,576
330 Added 1.73%
19,458 $435,000
Q4 2023

Feb 14, 2024
BUY
$18.45 - $23.08 $7,490 - $9,370
406 Added 2.17%
19,128 $434,000
Q3 2023

Nov 01, 2023
SELL
$19.26 - $22.35 $2,869 - $3,330
-149 Reduced 0.79%
18,722 $365,000
Q2 2023

Aug 07, 2023
BUY
$20.22 - $21.63 $178,178 - $190,603
8,812 Added 87.6%
18,871 $406,000
Q1 2023

May 10, 2023
SELL
$19.83 - $23.92 $1,348 - $1,626
-68 Reduced 0.67%
10,059 $216,000
Q4 2022

Feb 07, 2023
BUY
$19.45 - $22.52 $196,970 - $228,060
10,127 New
10,127 $214,000

Others Institutions Holding DFAR

# of Institutions
249
Shares Held
41.1M
Call Options Held
1.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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