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 $7.98 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
265,476
Previous 208,618
27.25%
Holding current value
$7.98 Million
Previous $5.46 Million
28.57%
% of portfolio
1.42%
Previous 1.17%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
450Shares Held
162MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$498 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$195 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$184 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$148 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$135 Million0.17% of portfolio