Northwest Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Northwest Wealth Management, LLC
- $596 Million
- Q3 2025
A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 116,675 shares of DFAT stock, worth $6.73 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
116,675
Previous 117,711
0.88%
Holding current value
$6.73 Million
Previous $6.35 Million
6.93%
% of portfolio
1.14%
Previous 1.17%
Shares
18 transactions
Others Institutions Holding DFAT
# of Institutions
798Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$356 Million19.45% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio