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 61,562 shares of DFSV stock, worth $1.73 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

61,562

Previous 58,165 5.84%

Holding current value

$1.73 Million

Previous $1.79 Million 5.75%

% of portfolio

0.41%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$30.18 - $33.87 $102,521 - $115,056	3,397 Added 5.84%	61,562 $1.89 Million
Q3 2024 Nov 04, 2024	BUY	$28.25 - $31.7 $455,277 - $510,877	16,116 Added 38.33%	58,165 $1.79 Million
Q2 2024 Aug 05, 2024	BUY	$27.81 - $30.13 $304,992 - $330,435	10,967 Added 35.28%	42,049 $1.21 Million
Q1 2024 May 13, 2024	BUY	$27.45 - $30.1 $177,025 - $194,114	6,449 Added 26.18%	31,082 $935,000
Q4 2023 Feb 14, 2024	BUY	$23.61 - $29.53 $305,961 - $382,679	12,959 Added 111.01%	24,633 $717,000
Q3 2023 Nov 01, 2023	BUY	$24.97 - $27.69 $44,771 - $49,648	1,793 Added 18.15%	11,674 $295,000
Q2 2023 Aug 07, 2023	BUY	$23.17 - $25.7 $228,942 - $253,941	9,881 New	9,881 $253,000

Others Institutions Holding DFSV

# of Institutions

417

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

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.

Account

Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History