New Dimensions Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

New Dimensions Wealth Management, LLC

  • $109 Billion
  • Q2 2025
Number of Shares
174,207
Previous 168,404 3.45%
Holding current value
$4.74 Billion
Previous $4.42 Billion 7.09%
% of portfolio
4.33%
Previous 4.42%

Shares

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

Aug 06, 2025
BUY
N/A
5,803 Added 3.45%
174,207 $4.74 Billion
Q1 2025

May 15, 2025
BUY
N/A
168,404 New
168,404 $4.42 Billion
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