New Dimensions Wealth Management, LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 215,480 shares of DFIP stock, worth $9.08 Million. This represents 7.97% of its overall portfolio holdings.

Number of Shares
215,480
Previous 202,204 6.57%
Holding current value
$9.08 Million
Previous $8.44 Billion 7.83%
% of portfolio
7.97%
Previous 7.71%

Shares

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

Nov 04, 2025
BUY
$41.6 - $42.66 $552,281 - $566,354
13,276 Added 6.57%
215,480 $9.1 Billion
Q2 2025

Aug 06, 2025
BUY
$41.11 - $42.42 $229,106 - $236,406
5,573 Added 2.83%
202,204 $8.44 Billion
Q1 2025

May 15, 2025
BUY
$40.27 - $42.11 $7.92 Million - $8.28 Million
196,631 New
196,631 $8.28 Billion

Others Institutions Holding DFIP

# of Institutions
155
Shares Held
17.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

DFIP Quotes by TradingView
  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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