Northwest Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Northwest Wealth Management, LLC
- $465 Million
- Q4 2024
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 208,618 shares of DFEM stock, worth $5.48 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
208,618
Previous 97,089
114.87%
Holding current value
$5.48 Million
Previous $2.73 Million
99.89%
% of portfolio
1.17%
Previous 0.65%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
415Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.7 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$429 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$156 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$125 Million3.4% of portfolio