NORTHWEST WEALTH MANAGEMENT, LLC DFSD Holdings History
NORTHWEST WEALTH MANAGEMENT, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-06-30, NORTHWEST WEALTH MANAGEMENT, LLC held 379,075.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $18.20 Mil. This investment constitutes 3.29% of their stock portfolio, and NORTHWEST WEALTH MANAGEMENT, LLC now holds 0.37% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2023Q3. And since then NORTHWEST WEALTH MANAGEMENT, LLC has made 8 purchases of DFSD, at an average price of $47.25, for a total of 379,075.00 shares. Based on historical transaction data and DFSD's current price of $47.97, NORTHWEST WEALTH MANAGEMENT, LLC's estimated gain on his DFSD holdings is $271,480.40, reflecting a 1.52% gain to date.
NORTHWEST WEALTH MANAGEMENT, LLC DFSD ($47.97) Holding Chart
NORTHWEST WEALTH MANAGEMENT, LLC DFSD ($47.97) 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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