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

Northwest Wealth Management, LLC

$495 Million
Q1 2025

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 349,073 shares of DFSD stock, worth $16.7 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares

349,073

Previous 284,233 22.81%

Holding current value

$16.7 Million

Previous $13.3 Million 24.49%

% of portfolio

3.35%

Previous 2.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$46.74 - $47.55 $3.03 Million - $3.08 Million	64,840 Added 22.81%	349,073 $16.6 Million
Q4 2024 Feb 10, 2025	BUY	$46.75 - $47.8 $6.33 Million - $6.47 Million	135,367 Added 90.93%	284,233 $13.3 Million
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

354

Shares Held

68.2M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.

Account

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