Northwest Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Northwest Wealth Management, LLC

  • $422 Million
  • Q3 2024

A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 148,866 shares of DFSD stock, worth $7.05 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
148,866
Previous 84,519 76.13%
Holding current value
$7.05 Million
Previous $3.97 Million 78.9%
% of portfolio
1.69%
Previous 1.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$47.0 - $47.84 $3.02 Million - $3.08 Million
64,347 Added 76.13%
148,866 $7.11 Million
Q2 2024

Aug 05, 2024
BUY
$46.64 - $47.15 $1.36 Million - $1.37 Million
29,056 Added 52.39%
84,519 $3.97 Million
Q1 2024

May 13, 2024
BUY
$46.78 - $47.19 $2.09 Million - $2.11 Million
44,712 Added 415.89%
55,463 $2.61 Million
Q4 2023

Feb 14, 2024
BUY
$46.16 - $47.09 $191,287 - $195,140
4,144 Added 62.72%
10,751 $505,000
Q3 2023

Nov 01, 2023
BUY
$46.24 - $46.65 $305,507 - $308,216
6,607 New
6,607 $306,000

Others Institutions Holding DFSD

# of Institutions
258
Shares Held
46.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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