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 49,275 shares of DUHP stock, worth $1.54 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
49,275
Previous 27,216
81.05%
Holding current value
$1.54 Million
Previous $927,000
79.61%
% of portfolio
0.36%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
222MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.2 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.12 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$255 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$221 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$215 Million4.6% of portfolio