New Dimensions Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
New Dimensions Wealth Management, LLC
- $109 Billion
- Q2 2025
A detailed history of New Dimensions Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 30,944 shares of DFAT stock, worth $1.78 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
30,944
Previous 27,362
13.09%
Holding current value
$1.78 Million
Previous $1.41 Billion
18.52%
% of portfolio
1.53%
Previous 1.41%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio