NORTHWEST WEALTH MANAGEMENT, LLC DFAC Holdings History
NORTHWEST WEALTH MANAGEMENT, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, NORTHWEST WEALTH MANAGEMENT, LLC held 1.31 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $43.16 Mil. This investment constitutes 8.6% of their stock portfolio, and NORTHWEST WEALTH MANAGEMENT, LLC now holds 0.14% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then NORTHWEST WEALTH MANAGEMENT, LLC has made 11 purchases of DFAC, at an average price of $26.67, for a total of 2.11 Mil shares. In addition, there have been 5 sales at an average price of $27.26 for 800,841.00 shares. Based on historical transaction data and DFAC's current price of $35.70, NORTHWEST WEALTH MANAGEMENT, LLC's estimated gain on his DFAC holdings is $12.29 Mil, reflecting a 21.85% gain to date.
NORTHWEST WEALTH MANAGEMENT, LLC DFAC ($35.70) Holding Chart
NORTHWEST WEALTH MANAGEMENT, LLC DFAC ($35.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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