Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Northwest Wealth Management, LLC
- $465 Million
- Q4 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 131,382 shares of DIHP stock, worth $3.65 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
131,382
Previous 96,159
36.63%
Holding current value
$3.65 Million
Previous $2.66 Million
24.52%
% of portfolio
0.71%
Previous 0.63%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$665 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$620 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$430 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$176 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$173 Million3.11% of portfolio