New Dimensions Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 666,939 shares of DFIC stock, worth $19.3 Million. This represents 18.51% of its overall portfolio holdings.
Number of Shares
666,939Holding current value
$19.3 Million% of portfolio
18.51%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
468Shares Held
278MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$892 Million2.0% of portfolio
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Envestnet Asset Management Inc27.5MShares$795 Million0.26% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$469 Million8.53% of portfolio
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Evensky & Katz LLC6.32MShares$182 Million11.77% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$149 Million0.2% of portfolio