Northwest Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Northwest Wealth Management, LLC
- $596 Million
- Q3 2025
A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 19,533 shares of DFIP stock, worth $828,980. This represents 0.14% of its overall portfolio holdings.
Number of Shares
19,533
Previous 16,991
14.96%
Holding current value
$828,980
Previous $710,000
16.06%
% of portfolio
0.14%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding DFIP
# of Institutions
150Shares Held
16.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$152 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.7 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.9 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.9 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.5 Million4.64% of portfolio