Northwest Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Northwest Wealth Management, LLC
- $381 Million
- Q2 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 79,507 shares of DFUS stock, worth $5.01 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
79,507
Previous 34,196
132.5%
Holding current value
$5.01 Million
Previous $1.95 Million
140.14%
% of portfolio
1.23%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
637Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$502 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$370 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$318 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$262 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$231 Million0.23% of portfolio