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 $3.54 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
131,382
Previous 96,159
36.63%
Holding current value
$3.54 Million
Previous $2.66 Million
24.52%
% of portfolio
0.71%
Previous 0.63%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
248Shares Held
130MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$644 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$601 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$417 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$174 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$168 Million3.11% of portfolio