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Dimensional Etf Trust shares owned by Northwest Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Northwest Wealth Management from 13F filings

Historical chart of Northwest Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Northwest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.9M 115k 25.37
2024-09-30 $3.1M 114k 27.41
2024-06-30 $2.5M 97k 25.87
2024-03-31 $1.8M 72k 24.72
2023-12-31 $759k 32k 24.11

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Northwest Wealth Management

Top funds holding Dimensional Etf Trust

Essential Planning
FMR
Retirement Systems of Alabama
Mather Group
UBS Group
Bank of America Corporation
Foster Group
Mariner Wealth Advisors
Factory Mutual Insurance Company
Sontag Advisory
Cable Hill Partners
Envestnet Asset Management
CI Private Wealth
Catalyst Capital Advisors
Millburn Ridgefield

View all funds holding Dimensional Etf Trust