Northwest Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Northwest Wealth Management, LLC

$361 Million
Q1 2024

A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 90,725 shares of DFUV stock, worth $3.54 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

90,725

Previous 82,122 10.48%

Holding current value

$3.54 Million

Previous $3.06 Million 21.4%

% of portfolio

1.03%

Previous 0.93%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$36.22 - $40.9 $311,600 - $351,862	8,603 Added 10.48%	90,725 $3.71 Million
Q4 2023 Feb 14, 2024	BUY	$31.85 - $37.39 $437,523 - $513,626	13,737 Added 20.09%	82,122 $3.06 Million
Q3 2023 Nov 01, 2023	BUY	$33.83 - $36.19 $2,706 - $2,895	80 Added 0.12%	68,385 $2.33 Million
Q2 2023 Aug 07, 2023	SELL	$32.32 - $34.5 $62,086 - $66,274	-1,921 Reduced 2.74%	68,305 $2.36 Million
Q1 2023 May 10, 2023	SELL	$31.9 - $35.83 $63,544 - $71,373	-1,992 Reduced 2.76%	70,226 $2.35 Million

Q4 2022 Feb 07, 2023	SELL	$33.0 - $35.36 $45,012 - $48,231	-1,364 Reduced 1.85%	72,218 $2.42 Million
Q3 2022 Oct 27, 2022	BUY	$30.15 - $34.78 $161,181 - $185,933	5,346 Added 7.83%	73,582 $2.18 Million
Q2 2022 Jul 26, 2022	BUY	$30.92 - $35.31 $2.11 Million - $2.41 Million	68,236 New	68,236 $2.16 Million

Others Institutions Holding DFUV

# of Institutions

593

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Northwest Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History