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 26,150 shares of DFIV stock, worth $1.05 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
26,150Holding current value
$1.05 Million% of portfolio
1.03%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
685Shares Held
225MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$803 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$766 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$448 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$341 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$293 Million0.15% of portfolio