New Dimensions Wealth Management, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 390,571 shares of DFEM stock, worth $12.7 Million. This represents 10.57% of its overall portfolio holdings.
Number of Shares
390,571
Previous 383,760
1.77%
Holding current value
$12.7 Million
Previous $10.2 Billion
14.01%
% of portfolio
10.57%
Previous 10.15%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
483Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$558 Million8.59% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio