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 250,696 shares of DFAI stock, worth $9.3 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

250,696

Previous 254,760 1.6%

Holding current value

$9.3 Million

Previous $8.81 Million 3.46%

% of portfolio

1.53%

Previous 1.62%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$34.05 - $36.55 $138,379 - $148,539	-4,064 Reduced 1.6%	250,696 $9.11 Million
Q2 2025 Jul 17, 2025	SELL	$28.02 - $34.71 $2,830 - $3,505	-101 Reduced 0.04%	254,760 $8.81 Million
Q1 2025 Apr 25, 2025	BUY	$28.88 - $32.4 $667,503 - $748,861	23,113 Added 9.97%	254,861 $7.96 Million
Q4 2024 Feb 10, 2025	BUY	$29.0 - $31.6 $1.38 Million - $1.5 Million	47,521 Added 25.79%	231,748 $6.77 Million
Q3 2024 Nov 04, 2024	BUY	$28.69 - $32.06 $979,849 - $1.09 Million	34,153 Added 22.76%	184,227 $5.85 Million

Q2 2024 Aug 05, 2024	BUY	$28.93 - $30.91 $876,897 - $936,913	30,311 Added 25.31%	150,074 $4.45 Million
Q1 2024 May 13, 2024	BUY	$27.74 - $30.27 $1.17 Million - $1.28 Million	42,338 Added 54.68%	119,763 $3.62 Million
Q4 2023 Feb 14, 2024	BUY	$24.88 - $28.69 $1.1 Million - $1.27 Million	44,340 Added 134.02%	77,425 $2.22 Million
Q3 2023 Nov 01, 2023	BUY	$26.0 - $28.17 $860,210 - $932,004	33,085 New	33,085 $863,000

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Northwest Wealth Management, LLC Dimensional ETF Tr Transaction History