New Dimensions Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 671,011 shares of DFIC stock, worth $22 Million. This represents 18.93% of its overall portfolio holdings.
Number of Shares
671,011
Previous 666,939
0.61%
Holding current value
$22 Million
Previous $18.5 Billion
11.88%
% of portfolio
18.93%
Previous 18.51%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio