Northwest Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History

Northwest Wealth Management, LLC

$361 Million
Q1 2024

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 28,966 shares of DFIP stock, worth $1.18 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

28,966

Previous 33,686 14.01%

Holding current value

$1.18 Million

Previous $1.39 Million 14.1%

% of portfolio

0.33%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$40.58 - $41.54 $191,537 - $196,068	-4,720 Reduced 14.01%	28,966 $1.19 Million
Q4 2023 Feb 14, 2024	SELL	$39.16 - $41.47 $100,797 - $106,743	-2,574 Reduced 7.1%	33,686 $1.39 Million
Q3 2023 Nov 01, 2023	SELL	$39.65 - $41.67 $166,886 - $175,389	-4,209 Reduced 10.4%	36,260 $1.44 Million
Q2 2023 Aug 07, 2023	SELL	$41.16 - $43.19 $138,668 - $145,507	-3,369 Reduced 7.69%	40,469 $1.67 Million
Q1 2023 May 10, 2023	SELL	$40.93 - $42.83 $292,608 - $306,191	-7,149 Reduced 14.02%	43,838 $1.88 Million

Q4 2022 Feb 07, 2023	SELL	$40.64 - $42.62 $1.31 Million - $1.37 Million	-32,164 Reduced 38.68%	50,987 $2.1 Million
Q3 2022 Oct 27, 2022	BUY	$41.68 - $46.11 $407,672 - $451,001	9,781 Added 13.33%	83,151 $3.38 Million
Q2 2022 Jul 26, 2022	BUY	$43.79 - $47.31 $3.21 Million - $3.47 Million	73,370 New	73,370 $3.23 Million

Others Institutions Holding DFIP

# of Institutions

Shares Held

6.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

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Northwest Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History