Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Northwest Wealth Management, LLC
- $381 Million
- Q2 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 13,156 shares of DUHP stock, worth $445,462. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,156Holding current value
$445,462% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
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Envestnet Asset Management Inc29.4MShares$997 Million0.33% of portfolio
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Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
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Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
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Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio