Northwest Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Northwest Wealth Management, LLC

  • $465 Million
  • Q4 2024

A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 17,053 shares of DFNM stock, worth $809,505. This represents 0.17% of its overall portfolio holdings.

Number of Shares
17,053
Previous 8,542 99.64%
Holding current value
$809,505
Previous $414,000 96.62%
% of portfolio
0.17%
Previous 0.1%

Shares

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

Feb 10, 2025
BUY
$47.65 - $48.6 $405,549 - $413,634
8,511 Added 99.64%
17,053 $814,000
Q3 2024

Nov 04, 2024
BUY
$47.7 - $48.54 $407,453 - $414,628
8,542 New
8,542 $414,000

Others Institutions Holding DFNM

# of Institutions
239
Shares Held
25M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
Track This Portfolio

Track Northwest Wealth Management, LLC Portfolio

Follow Northwest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email