Northwest Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 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 97,089 shares of DFEM stock, worth $2.58 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
97,089
Previous 62,581
55.14%
Holding current value
$2.58 Million
Previous $1.67 Million
63.46%
% of portfolio
0.65%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio