New Dimensions Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 17,224 shares of DFIS stock, worth $546,345. This represents 0.47% of its overall portfolio holdings.

Number of Shares
17,224
Previous 17,022 1.19%
Holding current value
$546,345
Previous $440 Million 16.85%
% of portfolio
0.47%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$23.2 - $29.84 $4,686 - $6,027
202 Added 1.19%
17,224 $514 Million
Q1 2025

May 15, 2025
BUY
$23.92 - $26.89 $407,166 - $457,721
17,022 New
17,022 $440 Million

Others Institutions Holding DFIS

# of Institutions
274
Shares Held
86.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track New Dimensions Wealth Management, LLC Portfolio

Follow New Dimensions Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Dimensions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Dimensions Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email