Northwest Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History

Northwest Wealth Management, LLC

$465 Million
Q4 2024

A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 208,618 shares of DFEM stock, worth $5.67 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

208,618

Previous 97,089 114.87%

Holding current value

$5.67 Million

Previous $2.73 Million 99.89%

% of portfolio

1.17%

Previous 0.65%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$26.16 - $28.82 $2.92 Million - $3.21 Million	111,529 Added 114.87%	208,618 $5.46 Million
Q3 2024 Nov 04, 2024	BUY	$25.21 - $28.46 $869,946 - $982,097	34,508 Added 55.14%	97,089 $2.73 Million
Q2 2024 Aug 05, 2024	BUY	$24.84 - $27.2 $562,476 - $615,916	22,644 Added 56.7%	62,581 $1.67 Million
Q1 2024 May 13, 2024	BUY	$23.62 - $25.64 $81,229 - $88,175	3,439 Added 9.42%	39,937 $1.02 Million
Q4 2023 Feb 14, 2024	BUY	$22.36 - $24.96 $186,817 - $208,540	8,355 Added 29.69%	36,498 $910,000
Q3 2023 Nov 01, 2023	BUY	$23.16 - $25.43 $43,702 - $47,986	1,887 Added 7.19%	28,143 $656,000
Q2 2023 Aug 07, 2023	SELL	$23.0 - $24.82 $8,648 - $9,332	-376 Reduced 1.41%	26,256 $631,000
Q1 2023 May 10, 2023	BUY	$22.42 - $24.83 $2,443 - $2,706	109 Added 0.41%	26,632 $628,000
Q4 2022 Feb 07, 2023	SELL	$20.21 - $23.44 $244,662 - $283,764	-12,106 Reduced 31.34%	26,523 $595,000
Q3 2022 Oct 27, 2022	BUY	$20.44 - $24.05 $91,877 - $108,104	4,495 Added 13.17%	38,629 $790,000
Q2 2022 Jul 26, 2022	BUY	$23.26 - $25.86 $793,956 - $882,705	34,134 New	34,134 $803,000

Others Institutions Holding DFEM

# of Institutions

414

Shares Held

1.16B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

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Northwest Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History