New Dimensions Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 278,230 shares of DFUV stock, worth $10.9 Million. This represents 11.46% of its overall portfolio holdings.
Number of Shares
278,230Holding current value
$10.9 Million% of portfolio
11.46%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
727Shares Held
273MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.35 Billion3.28% of portfolio
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Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
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Savant Capital, LLC17.3MShares$681 Million5.4% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.5MShares$414 Million0.73% of portfolio