New Dimensions Wealth Management, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 27,362 shares of DFAT stock, worth $1.34 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
27,362Holding current value
$1.34 Million% of portfolio
1.41%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
768Shares Held
167MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$684 Million0.68% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
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Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
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Savant Capital, LLC5.05MShares$248 Million1.97% of portfolio