Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Northwest Wealth Management, LLC

  • $422 Million
  • Q3 2024

A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 58,165 shares of DFSV stock, worth $1.86 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
58,165
Previous 42,049 38.33%
Holding current value
$1.86 Million
Previous $1.21 Million 48.02%
% of portfolio
0.42%
Previous 0.32%

Shares

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

Nov 04, 2024
BUY
$28.25 - $31.7 $455,277 - $510,877
16,116 Added 38.33%
58,165 $1.79 Million
Q2 2024

Aug 05, 2024
BUY
$27.81 - $30.13 $304,992 - $330,435
10,967 Added 35.28%
42,049 $1.21 Million
Q1 2024

May 13, 2024
BUY
$27.45 - $30.1 $177,025 - $194,114
6,449 Added 26.18%
31,082 $935,000
Q4 2023

Feb 14, 2024
BUY
$23.61 - $29.53 $305,961 - $382,679
12,959 Added 111.01%
24,633 $717,000
Q3 2023

Nov 01, 2023
BUY
$24.97 - $27.69 $44,771 - $49,648
1,793 Added 18.15%
11,674 $295,000
Q2 2023

Aug 07, 2023
BUY
$23.17 - $25.7 $228,942 - $253,941
9,881 New
9,881 $253,000

Others Institutions Holding DFSV

# of Institutions
346
Shares Held
95.4M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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