Northwest Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Northwest Wealth Management, LLC

  • $381 Million
  • Q2 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 97,352 shares of DISV stock, worth $2.68 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
97,352
Previous 89,284 9.04%
Holding current value
$2.68 Million
Previous $2.43 Million 7.91%
% of portfolio
0.69%
Previous 0.67%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$26.23 - $28.56 $211,623 - $230,422
8,068 Added 9.04%
97,352 $2.62 Million
Q1 2024

May 13, 2024
BUY
$24.73 - $27.24 $11,647 - $12,830
471 Added 0.53%
89,284 $2.43 Million
Q4 2023

Feb 14, 2024
BUY
$22.43 - $25.87 $645,737 - $744,771
28,789 Added 47.96%
88,813 $2.29 Million
Q3 2023

Nov 01, 2023
BUY
$23.27 - $25.13 $13,892 - $15,002
597 Added 1.0%
60,024 $1.43 Million
Q2 2023

Aug 07, 2023
SELL
$23.01 - $24.6 $12,287 - $13,136
-534 Reduced 0.89%
59,427 $1.41 Million
Q1 2023

May 10, 2023
BUY
$22.4 - $24.75 $25,939 - $28,660
1,158 Added 1.97%
59,961 $1.43 Million
Q4 2022

Feb 07, 2023
BUY
$18.45 - $22.54 $47,139 - $57,589
2,555 Added 4.54%
58,803 $1.31 Million
Q3 2022

Oct 27, 2022
BUY
$18.36 - $22.57 $233,998 - $287,654
12,745 Added 29.3%
56,248 $1.04 Million
Q2 2022

Jul 26, 2022
BUY
$21.05 - $25.01 $915,738 - $1.09 Million
43,503 New
43,503 $916,000

Others Institutions Holding DISV

# of Institutions
268
Shares Held
57.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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