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 $7.01 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
148,866
Previous 84,519
76.13%
Holding current value
$7.01 Million
Previous $3.97 Million
78.9%
% of portfolio
1.69%
Previous 1.04%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio