Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Northwest Wealth Management, LLC

$381 Million
Q2 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 17,534 shares of DFAR stock, worth $428,881. This represents 0.1% of its overall portfolio holdings.

Number of Shares

17,534

Previous 19,458 9.89%

Holding current value

$428,881

Previous $435,000 11.03%

% of portfolio

0.1%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

206

Shares Held

35.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History