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 $9.17 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
158,344
Previous 128,642 23.09%
Holding current value
$9.17 Million
Previous $8 Million 26.23%
% of portfolio
2.17%
Previous 1.9%

Shares

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

Feb 10, 2025
BUY
$61.52 - $66.5 $1.83 Million - $1.98 Million
29,702 Added 23.09%
158,344 $10.1 Million
Q3 2024

Nov 04, 2024
BUY
$56.04 - $62.2 $2.75 Million - $3.06 Million
49,135 Added 61.8%
128,642 $8 Million
Q2 2024

Aug 05, 2024
BUY
$53.83 - $59.14 $2.44 Million - $2.68 Million
45,311 Added 132.5%
79,507 $4.68 Million
Q1 2024

May 13, 2024
BUY
$50.79 - $56.98 $1.15 Million - $1.29 Million
22,724 Added 198.08%
34,196 $1.95 Million
Q4 2023

Feb 14, 2024
BUY
$44.51 - $52.0 $510,618 - $596,544
11,472 New
11,472 $594,000

Others Institutions Holding DFUS

# of Institutions
742
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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