Northwest Wealth Management, LLC Dimensional ETF Tr Transaction History

Northwest Wealth Management, LLC

  • $422 Million
  • Q3 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 98,871 shares of DFAX stock, worth $2.53 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
98,871
Previous 102,818 3.84%
Holding current value
$2.53 Million
Previous $2.61 Million 2.18%
% of portfolio
0.63%
Previous 0.69%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$24.29 - $27.25 $95,872 - $107,555
-3,947 Reduced 3.84%
98,871 $2.67 Million
Q2 2024

Aug 05, 2024
SELL
$24.57 - $26.36 $13,464 - $14,445
-548 Reduced 0.53%
102,818 $2.61 Million
Q1 2024

May 13, 2024
SELL
$23.42 - $25.45 $28,900 - $31,405
-1,234 Reduced 1.18%
103,366 $2.63 Million
Q4 2023

Feb 14, 2024
BUY
$21.44 - $24.42 $18,181 - $20,708
848 Added 0.82%
104,600 $2.55 Million
Q3 2023

Nov 01, 2023
SELL
$22.41 - $24.35 $11,205 - $12,175
-500 Reduced 0.48%
103,752 $2.34 Million
Q2 2023

Aug 07, 2023
BUY
$22.56 - $24.03 $70,928 - $75,550
3,144 Added 3.11%
104,252 $2.43 Million
Q1 2023

May 10, 2023
SELL
$21.74 - $23.72 $133,461 - $145,617
-6,139 Reduced 5.72%
101,108 $2.33 Million
Q4 2022

Feb 07, 2023
SELL
$18.81 - $22.36 $216,352 - $257,184
-11,502 Reduced 9.69%
107,247 $2.32 Million
Q3 2022

Oct 27, 2022
SELL
$18.89 - $22.64 $112,301 - $134,594
-5,945 Reduced 4.77%
118,749 $2.24 Million
Q2 2022

Jul 26, 2022
BUY
$21.22 - $25.37 $2.65 Million - $3.16 Million
124,694 New
124,694 $2.67 Million
Q1 2022

Apr 29, 2022
SELL
$23.26 - $26.72 $2.95 Million - $3.39 Million
-126,692 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
$25.17 - $26.82 $174,780 - $186,238
6,944 Added 5.8%
126,692 $3.31 Million
Q3 2021

Oct 20, 2021
BUY
$25.83 - $27.21 $3.09 Million - $3.26 Million
119,748 New
119,748 $3.1 Million

Others Institutions Holding DFAX

# of Institutions
518
Shares Held
226M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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