Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Northwest Wealth Management, LLC
- $544 Million
- Q2 2025
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 74,739 shares of DUHP stock, worth $2.76 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
74,739
Previous 66,507
12.38%
Holding current value
$2.76 Million
Previous $2.2 Million
20.55%
% of portfolio
0.49%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
453Shares Held
241MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.4 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio