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 17,022 shares of DFIS stock, worth $507,936. This represents 0.44% of its overall portfolio holdings.
Number of Shares
17,022Holding current value
$507,936% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$549 Million0.43% of portfolio
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Matson Money. Inc.12.5MShares$372 Million11.74% of portfolio
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Mather Group, Llc. Chicago, IL11.4MShares$341 Million3.44% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$116 Million0.43% of portfolio
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First Citizens Bank & Trust CO3.79MShares$113 Million1.68% of portfolio