Northwest Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Northwest Wealth Management, LLC
- $495 Million
- Q1 2025
A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 265,476 shares of DFEM stock, worth $7.06 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
265,476
Previous 208,618
27.25%
Holding current value
$7.06 Million
Previous $5.46 Million
28.57%
% of portfolio
1.42%
Previous 1.17%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
428Shares Held
152MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$434 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio