Northwest Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Northwest Wealth Management, LLC

  • $495 Million
  • Q1 2025

A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 25,764 shares of DFNM stock, worth $1.21 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
25,764
Previous 17,053 51.08%
Holding current value
$1.21 Million
Previous $814,000 50.49%
% of portfolio
0.25%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$47.35 - $48.24 $412,465 - $420,218
8,711 Added 51.08%
25,764 $1.23 Million
Q4 2024

Feb 10, 2025
BUY
$47.65 - $48.6 $405,549 - $413,634
8,511 Added 99.64%
17,053 $814,000
Q3 2024

Nov 04, 2024
BUY
$47.7 - $48.54 $407,453 - $414,628
8,542 New
8,542 $414,000

Others Institutions Holding DFNM

# of Institutions
250
Shares Held
26.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

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