Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Northwest Wealth Management, LLC

  • $381 Million
  • Q2 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 42,049 shares of DFSV stock, worth $1.29 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
42,049
Previous 31,082 35.28%
Holding current value
$1.29 Million
Previous $935,000 29.41%
% of portfolio
0.32%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
331
Shares Held
86.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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