Northwest Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Northwest Wealth Management, LLC
- $544 Million
- Q2 2025
A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 96,458 shares of DFCF stock, worth $4.08 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
96,458
Previous 97,066
0.63%
Holding current value
$4.08 Million
Previous $4.08 Million
0.15%
% of portfolio
0.75%
Previous 0.83%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$487 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$155 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.31% of portfolio