NWM
Northwest Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
187,677
+412
| +0.2% | +$27.6K | 2.27% | 11 |
|
|
2025
Q1 | $11.3M | Buy |
187,265
+28,921
| +18% | +$1.75M | 2.26% | 11 |
|
|
2024
Q4 | $10.1M | Buy |
158,344
+29,702
| +23% | +$1.89M | 2.14% | 12 |
|
|
2024
Q3 | $8M | Buy |
128,642
+49,135
| +62% | +$3.06M | 1.87% | 14 |
|
|
2024
Q2 | $4.68M | Buy |
79,507
+45,311
| +133% | +$2.67M | 1.21% | 21 |
|
|
2024
Q1 | $1.95M | Buy |
34,196
+22,724
| +198% | +$1.29M | 0.53% | 40 |
|
|
2023
Q4 | $595K | Buy |
+11,472
| New | +$595K | 0.18% | 82 |
|