Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 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 17,014 shares of DFAR stock, worth $425,860. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,014
Previous 17,534
2.97%
Holding current value
$425,860
Previous $387,000
12.66%
% of portfolio
0.1%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.8 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$55 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.2 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.2 Million2.99% of portfolio