Northwest Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Northwest Wealth Management, LLC
- $596 Million
- Q3 2025
A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 116,675 shares of DFAT stock, worth $6.64 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
116,675
Previous 117,711
0.88%
Holding current value
$6.64 Million
Previous $6.35 Million
6.93%
% of portfolio
1.14%
Previous 1.17%
Shares
18 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio