New Dimensions Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

New Dimensions Wealth Management, LLC

  • $114 Billion
  • Q3 2025

A detailed history of New Dimensions Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 639,751 shares of DFIC stock, worth $21.4 Million. This represents 18.38% of its overall portfolio holdings.

Number of Shares
639,751
Previous 671,011 4.66%
Holding current value
$21.4 Million
Previous $20.7 Billion 1.24%
% of portfolio
18.38%
Previous 18.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$30.76 - $33.01 $961,557 - $1.03 Million
-31,260 Reduced 4.66%
639,751 $21 Billion
Q2 2025

Aug 06, 2025
BUY
$24.94 - $31.15 $101,555 - $126,842
4,072 Added 0.61%
671,011 $20.7 Billion
Q1 2025

May 15, 2025
BUY
$25.54 - $28.79 $17 Million - $19.2 Million
666,939 New
666,939 $18.5 Billion

Others Institutions Holding DFIC

# of Institutions
525
Shares Held
282M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track New Dimensions Wealth Management, LLC Portfolio

Follow New Dimensions Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Dimensions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Dimensions Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email