Nwam LLC Dimensional ETF Tr Dimensional Transaction History

Nwam LLC

$339 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	SELL	$24.73 - $27.24 $119,371 - $131,487	-4,827 Reduced 6.47%	69,742 $1.9 Million
Q4 2023 Feb 14, 2024	BUY	$22.43 - $25.87 $44,994 - $51,895	2,006 Added 2.76%	74,569 $1.92 Million
Q3 2023 Oct 31, 2023	SELL	$23.27 - $25.13 $957,188 - $1.03 Million	-41,134 Reduced 36.18%	72,563 $1.73 Million
Q2 2023 Aug 09, 2023	BUY	$23.01 - $24.6 $2.62 Million - $2.8 Million	113,697 New	113,697 $2.69 Million
Q4 2022 Feb 07, 2023	BUY	$18.45 - $22.54 $650,768 - $795,030	35,272 Added 49.72%	106,208 $2.36 Million
Q3 2022 Nov 14, 2022	BUY	$18.36 - $22.57 $994,634 - $1.22 Million	54,174 Added 323.2%	70,936 $1.32 Million
Q2 2022 Aug 10, 2022	BUY	$21.05 - $25.01 $352,840 - $419,217	16,762 New	16,762 $351,000

Others Institutions Holding DISV

# of Institutions

264

Shares Held

56.5M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.39M
Shares

$238 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.02M
Shares

$171 Million
3.34% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$89.3 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.56M
Shares

$44.1 Million
1.19% of portfolio
Ritholtz Wealth Management

1.31M
Shares

$37 Million
1.17% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nwam LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nwam LLC with notifications on news.