Northwest Wealth Management, LLC Dimensional ETF Tr Transaction History

Northwest Wealth Management, LLC

  • $381 Million
  • Q2 2024

A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 165,639 shares of DFIV stock, worth $6.2 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
165,639
Previous 159,524 3.83%
Holding current value
$6.2 Million
Previous $5.86 Million 1.55%
% of portfolio
1.56%
Previous 1.63%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$35.5 - $38.02 $217,082 - $232,492
6,115 Added 3.83%
165,639 $5.95 Million
Q1 2024

May 13, 2024
BUY
$33.15 - $36.75 $63,979 - $70,927
1,930 Added 1.22%
159,524 $5.86 Million
Q4 2023

Feb 14, 2024
BUY
$30.86 - $34.46 $507,214 - $566,384
16,436 Added 11.64%
157,594 $5.41 Million
Q3 2023

Nov 01, 2023
BUY
$32.1 - $34.42 $299,107 - $320,725
9,318 Added 7.07%
141,158 $4.6 Million
Q2 2023

Aug 07, 2023
BUY
$31.45 - $33.77 $49,187 - $52,816
1,564 Added 1.2%
131,840 $4.33 Million
Q1 2023

May 10, 2023
SELL
$30.43 - $33.38 $79,452 - $87,155
-2,611 Reduced 1.96%
130,276 $4.2 Million
Q4 2022

Feb 07, 2023
BUY
$25.88 - $31.1 $704,945 - $847,132
27,239 Added 25.78%
132,887 $4.04 Million
Q3 2022

Oct 27, 2022
BUY
$25.71 - $30.57 $76,924 - $91,465
2,992 Added 2.91%
105,648 $2.72 Million
Q2 2022

Jul 26, 2022
BUY
$28.66 - $33.84 $2.94 Million - $3.47 Million
102,656 New
102,656 $2.97 Million
Q1 2022

Apr 29, 2022
SELL
$30.75 - $35.49 $2.29 Million - $2.64 Million
-74,483 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
$31.61 - $34.21 $253,670 - $274,535
8,025 Added 12.08%
74,483 $2.45 Million
Q3 2021

Oct 20, 2021
BUY
$32.25 - $33.65 $2.14 Million - $2.24 Million
66,458 New
66,458 $2.18 Million

Others Institutions Holding DFIV

# of Institutions
527
Shares Held
184M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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