Northwest Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Northwest Wealth Management, LLC
- $596 Million
- Q3 2025
A detailed history of Northwest Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 135,319 shares of DFUV stock, worth $6.09 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
135,319
Previous 138,330
2.18%
Holding current value
$6.09 Million
Previous $5.85 Million
3.4%
% of portfolio
1.01%
Previous 1.07%
Shares
14 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio