NWM
Northwest Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Sell |
96,458
-608
| -0.6% | -$25.7K | 0.74% | 33 |
|
|
2025
Q1 | $4.08M | Sell |
97,066
-796
| -0.8% | -$33.5K | 0.81% | 28 |
|
|
2024
Q4 | $4.04M | Buy |
97,862
+3,317
| +4% | +$137K | 0.86% | 29 |
|
|
2024
Q3 | $4.08M | Buy |
94,545
+802
| +0.9% | +$34.6K | 0.95% | 26 |
|
|
2024
Q2 | $3.89M | Buy |
93,743
+3,143
| +3% | +$131K | 1.01% | 25 |
|
|
2024
Q1 | $3.8M | Buy |
90,600
+8,539
| +10% | +$358K | 1.04% | 23 |
|
|
2023
Q4 | $3.48M | Buy |
+82,061
| New | +$3.48M | 1.05% | 25 |
|