Northwest Wealth Management, LLC Dimensional ETF Tr Transaction History

Northwest Wealth Management, LLC

$465 Million
Q4 2024

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 231,748 shares of DFAI stock, worth $7.25 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

231,748

Previous 184,227 25.79%

Holding current value

$7.25 Million

Previous $5.85 Million 15.6%

% of portfolio

1.45%

Previous 1.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.

Account

Northwest Wealth Management, LLC Dimensional ETF Tr Transaction History