Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Northwest Wealth Management, LLC

  • $465 Million
  • Q4 2024

A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 97,674 shares of DFIC stock, worth $2.69 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
97,674
Previous 98,334 0.67%
Holding current value
$2.69 Million
Previous $2.77 Million 8.78%
% of portfolio
0.54%
Previous 0.66%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$25.61 - $28.0 $16,902 - $18,480
-660 Reduced 0.67%
97,674 $2.52 Million
Q3 2024

Nov 04, 2024
BUY
$25.36 - $28.37 $115,413 - $129,111
4,551 Added 4.85%
98,334 $2.77 Million
Q2 2024

Aug 05, 2024
BUY
$25.73 - $27.44 $18,345 - $19,564
713 Added 0.77%
93,783 $2.47 Million
Q1 2024

May 13, 2024
BUY
$24.62 - $26.83 $161,162 - $175,629
6,546 Added 7.57%
93,070 $2.49 Million
Q4 2023

Feb 14, 2024
BUY
$22.18 - $25.58 $15,392 - $17,752
694 Added 0.81%
86,524 $2.21 Million
Q3 2023

Nov 01, 2023
BUY
$23.25 - $25.17 $488,343 - $528,670
21,004 Added 32.4%
85,830 $2 Million
Q2 2023

Aug 07, 2023
BUY
$23.45 - $24.88 $209,103 - $221,854
8,917 Added 15.95%
64,826 $1.57 Million
Q1 2023

May 10, 2023
BUY
$22.5 - $24.64 $316,665 - $346,783
14,074 Added 33.64%
55,909 $1.35 Million
Q4 2022

Feb 07, 2023
BUY
$19.06 - $23.03 $261,884 - $316,432
13,740 Added 48.91%
41,835 $935,000
Q3 2022

Oct 27, 2022
SELL
$19.05 - $23.07 $102,336 - $123,932
-5,372 Reduced 16.05%
28,095 $538,000
Q2 2022

Jul 26, 2022
BUY
$21.35 - $25.2 $714,520 - $843,368
33,467 New
33,467 $720,000

Others Institutions Holding DFIC

# of Institutions
438
Shares Held
2.28B
Call Options Held
5.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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