Northwest Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Northwest Wealth Management, LLC
- $614 Million
- Q4 2025
A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 1,261,235 shares of DFAC stock, worth $48.7 Million. This represents 7.93% of its overall portfolio holdings.
Number of Shares
1,261,235
Previous 1,271,967
0.84%
Holding current value
$48.7 Million
Previous $49.1 Million
0.69%
% of portfolio
7.93%
Previous 8.23%
Shares
19 transactions
Others Institutions Holding DFAC
# of Institutions
1,185Shares Held
812MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.9MShares$538 Million11.36% of portfolio