New Dimensions Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 58,564 shares of DFAX stock, worth $1.84 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
58,564
Previous 59,313
1.26%
Holding current value
$1.84 Million
Previous $1.55 Billion
10.68%
% of portfolio
1.57%
Previous 1.55%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
658Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio