New Dimensions Wealth Management, LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 196,631 shares of DFIP stock, worth $8.26 Million. This represents 8.28% of its overall portfolio holdings.
Number of Shares
196,631Holding current value
$8.26 Million% of portfolio
8.28%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
145Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.48% of portfolio
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Heirloom Wealth Management Greenwood Village, CO1.03MShares$43.1 Million13.1% of portfolio
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Planning Center, Inc.850KShares$35.7 Million5.96% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO790KShares$33.2 Million4.57% of portfolio
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Hemington Wealth Management719KShares$30.2 Million4.7% of portfolio