NWM
Northwest Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
16,991
+307
| +2% | +$12.8K | 0.13% | 86 |
|
|
2025
Q1 | $703K | Sell |
16,684
-1,900
| -10% | -$80K | 0.14% | 85 |
|
|
2024
Q4 | $752K | Sell |
18,584
-8,980
| -33% | -$364K | 0.16% | 81 |
|
|
2024
Q3 | $1.17M | Buy |
27,564
+28
| +0.1% | +$1.18K | 0.27% | 65 |
|
|
2024
Q2 | $1.12M | Sell |
27,536
-1,430
| -5% | -$58.4K | 0.29% | 65 |
|
|
2024
Q1 | $1.19M | Sell |
28,966
-4,720
| -14% | -$195K | 0.33% | 61 |
|
|
2023
Q4 | $1.39M | Sell |
33,686
-2,574
| -7% | -$106K | 0.42% | 53 |
|
|
2023
Q3 | $1.44M | Sell |
36,260
-4,209
| -10% | -$167K | 0.52% | 47 |
|
|
2023
Q2 | $1.67M | Sell |
40,469
-3,369
| -8% | -$139K | 0.61% | 42 |
|
|
2023
Q1 | $1.88M | Sell |
43,838
-7,149
| -14% | -$306K | 0.72% | 41 |
|
|
2022
Q4 | $2.1M | Sell |
50,987
-32,164
| -39% | -$1.32M | 0.9% | 36 |
|
|
2022
Q3 | $3.38M | Buy |
83,151
+9,781
| +13% | +$398K | 1.49% | 19 |
|
|
2022
Q2 | $3.23M | Buy |
+73,370
| New | +$3.23M | 1.4% | 20 |
|