NORTHWEST WEALTH MANAGEMENT, LLC DFUS Holdings History
NORTHWEST WEALTH MANAGEMENT, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, NORTHWEST WEALTH MANAGEMENT, LLC held 187,265.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $11.33 Mil. This investment constitutes 2.26% of their stock portfolio, and NORTHWEST WEALTH MANAGEMENT, LLC now holds 0.08% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2023Q4. And since then NORTHWEST WEALTH MANAGEMENT, LLC has made 6 purchases of DFUS, at an average price of $59.04, for a total of 187,265.00 shares. Based on historical transaction data and DFUS's current price of $66.73, NORTHWEST WEALTH MANAGEMENT, LLC's estimated gain on his DFUS holdings is $1.44 Mil, reflecting a 13.02% gain to date.
NORTHWEST WEALTH MANAGEMENT, LLC DFUS ($66.73) Holding Chart
NORTHWEST WEALTH MANAGEMENT, LLC DFUS ($66.73) 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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