NWM
Northwest Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
379,075
+30,002
| +9% | +$1.44M | 3.29% | 7 |
|
|
2025
Q1 | $16.6M | Buy |
349,073
+64,840
| +23% | +$3.08M | 3.3% | 7 |
|
|
2024
Q4 | $13.3M | Buy |
284,233
+135,367
| +91% | +$6.35M | 2.82% | 9 |
|
|
2024
Q3 | $7.11M | Buy |
148,866
+64,347
| +76% | +$3.07M | 1.66% | 17 |
|
|
2024
Q2 | $3.97M | Buy |
84,519
+29,056
| +52% | +$1.37M | 1.03% | 24 |
|
|
2024
Q1 | $2.61M | Buy |
55,463
+44,712
| +416% | +$2.1M | 0.72% | 34 |
|
|
2023
Q4 | $505K | Buy |
10,751
+4,144
| +63% | +$195K | 0.15% | 91 |
|
|
2023
Q3 | $306K | Buy |
+6,607
| New | +$306K | 0.11% | 111 |
|