Northwest Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Northwest Wealth Management, LLC
- $596 Million
- Q3 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 102,421 shares of DFCF stock, worth $4.42 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
102,421
Previous 96,458
6.18%
Holding current value
$4.42 Million
Previous $4.08 Million
7.43%
% of portfolio
0.73%
Previous 0.75%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
121MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$158 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio