New Dimensions Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 8,009 shares of DFAU stock, worth $365,690. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,009
Previous 8,009
-0.0%
Holding current value
$365,690
Previous $308 Million
10.2%
% of portfolio
0.31%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
536Shares Held
138MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.5MShares$205 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
-
Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio