New Dimensions Wealth Management, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 744,592 shares of DFAC stock, worth $28.6 Million. This represents 24.41% of its overall portfolio holdings.
Number of Shares
744,592
Previous 700,115
6.35%
Holding current value
$28.6 Million
Previous $23.1 Billion
15.68%
% of portfolio
24.41%
Previous 23.09%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,147Shares Held
839MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio