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 27,216 shares of DUHP stock, worth $931,875. This represents 0.22% of its overall portfolio holdings.
Number of Shares
27,216
Previous 13,156
106.87%
Holding current value
$931,875
Previous $420,000
120.71%
% of portfolio
0.22%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
333Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$286 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$234 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$231 Million15.86% of portfolio