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 8,009 shares of DFAU stock, worth $339,741. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,009Holding current value
$339,741% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$239 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$176 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$159 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$150 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$150 Million1.87% of portfolio