New Dimensions Wealth Management, LLC Dimensional ETF Tr Transaction History
New Dimensions Wealth Management, LLC
- $100 Billion
- Q1 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 59,313 shares of DFAX stock, worth $1.74 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
59,313Holding current value
$1.74 Million% of portfolio
1.55%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$330 Million3.18% of portfolio
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Geometric Wealth Advisors7.93MShares$233 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$230 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$226 Million0.07% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.74MShares$169 Million4.32% of portfolio