Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Northwest Wealth Management, LLC
- $544 Million
- Q2 2025
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 15,761 shares of DFAR stock, worth $379,524. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,761
Previous 16,927
6.89%
Holding current value
$379,524
Previous $402,000
8.21%
% of portfolio
0.07%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding DFAR
# of Institutions
267Shares Held
43.8MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$75.4 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$61.3 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$56.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.9 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$41.7 Million3.75% of portfolio