Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Northwest Wealth Management, LLC
- $361 Million
- Q1 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 31,082 shares of DFSV stock, worth $889,566. This represents 0.26% of its overall portfolio holdings.
Number of Shares
31,082
Previous 24,633
26.18%
Holding current value
$889,566
Previous $717,000
30.4%
% of portfolio
0.26%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$235 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$133 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.3 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.2 Million0.1% of portfolio