Northwest Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Northwest Wealth Management, LLC
- $465 Million
- Q4 2024
A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 158,344 shares of DFUS stock, worth $9.52 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
158,344
Previous 128,642
23.09%
Holding current value
$9.52 Million
Previous $8 Million
26.23%
% of portfolio
2.17%
Previous 1.9%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
733Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio