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 13,829 shares of DFIS stock, worth $434,507. This represents 0.38% of its overall portfolio holdings.

Number of Shares
13,829
Previous 17,224 19.71%
Holding current value
$434,507
Previous $514 Million 14.9%
% of portfolio
0.38%
Previous 0.47%

Shares

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

Nov 04, 2025
SELL
$29.65 - $31.77 $100,661 - $107,859
-3,395 Reduced 19.71%
13,829 $437 Million
Q2 2025

Aug 06, 2025
BUY
$23.2 - $29.84 $4,686 - $6,027
202 Added 1.19%
17,224 $514 Million
Q1 2025

May 15, 2025
BUY
$23.92 - $26.89 $407,166 - $457,721
17,022 New
17,022 $440 Million

Others Institutions Holding DFIS

# of Institutions
287
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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