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 96,159 shares of DIHP stock, worth $2.56 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

96,159

Previous 68,995 39.37%

Holding current value

$2.56 Million

Previous $1.82 Million 46.72%

% of portfolio

0.63%

Previous 0.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$25.23 - $27.94 $685,347 - $758,962	27,164 Added 39.37%	96,159 $2.66 Million
Q2 2024 Aug 05, 2024	BUY	$25.66 - $27.34 $298,862 - $318,428	11,647 Added 20.31%	68,995 $1.82 Million
Q1 2024 May 13, 2024	BUY	$24.77 - $26.98 $95,909 - $104,466	3,872 Added 7.24%	57,348 $1.54 Million
Q4 2023 Feb 14, 2024	BUY	$22.28 - $25.74 $122,985 - $142,084	5,520 Added 11.51%	53,476 $1.37 Million
Q3 2023 Nov 01, 2023	SELL	$23.09 - $25.15 $17,248 - $18,787	-747 Reduced 1.53%	47,956 $1.11 Million
Q2 2023 Aug 07, 2023	SELL	$23.55 - $25.01 $41,636 - $44,217	-1,768 Reduced 3.5%	48,703 $1.19 Million
Q1 2023 May 10, 2023	BUY	$22.15 - $24.29 $52,894 - $58,004	2,388 Added 4.97%	50,471 $1.22 Million
Q4 2022 Feb 07, 2023	BUY	$19.06 - $23.03 $493,368 - $596,131	25,885 Added 116.61%	48,083 $1.06 Million
Q3 2022 Oct 27, 2022	BUY	$18.92 - $22.98 $217,844 - $264,591	11,514 Added 107.77%	22,198 $423,000
Q2 2022 Jul 26, 2022	BUY	$21.08 - $25.48 $225,218 - $272,228	10,684 New	10,684 $228,000

Others Institutions Holding DIHP

# of Institutions

218

Shares Held

121M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

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Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History