New Dimensions Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
New Dimensions Wealth Management, LLC
- $100 Billion
- Q1 2025
A detailed history of New Dimensions Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 121,914 shares of DFSD stock, worth $5.82 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
121,914Holding current value
$5.82 Million% of portfolio
5.79%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
350Shares Held
67.4MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
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Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
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Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio