Northwest Wealth Management, LLC Dimensional ETF Tr Transaction History

Northwest Wealth Management, LLC

$596 Million
Q3 2025

A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 118,977 shares of DFAE stock, worth $3.87 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

118,977

Previous 115,276 3.21%

Holding current value

$3.87 Million

Previous $3.34 Million 12.41%

% of portfolio

0.63%

Previous 0.61%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$28.84 - $31.84 $106,736 - $117,839	3,701 Added 3.21%	118,977 $3.75 Million
Q2 2025 Jul 17, 2025	BUY	$22.87 - $28.95 $51,617 - $65,340	2,257 Added 2.0%	115,276 $3.34 Million
Q1 2025 Apr 25, 2025	SELL	$24.64 - $26.86 $49,822 - $54,310	-2,022 Reduced 1.76%	113,019 $2.93 Million
Q4 2024 Feb 10, 2025	BUY	$25.36 - $28.15 $20,364 - $22,604	803 Added 0.7%	115,041 $2.92 Million
Q3 2024 Nov 04, 2024	BUY	$24.46 - $27.82 $423,940 - $482,176	17,332 Added 17.89%	114,238 $3.13 Million

Q2 2024 Aug 05, 2024	BUY	$24.03 - $26.3 $606,589 - $663,890	25,243 Added 35.22%	96,906 $2.51 Million
Q1 2024 May 13, 2024	BUY	$22.74 - $24.88 $913,465 - $999,429	40,170 Added 127.55%	71,663 $1.77 Million
Q4 2023 Feb 14, 2024	BUY	$21.63 - $24.11 $681,193 - $759,296	31,493 New	31,493 $759,000

Others Institutions Holding DFAE

# of Institutions

635

Shares Held

186M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Northwest Wealth Management, LLC Dimensional ETF Tr Transaction History