New Dimensions Wealth Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 123,815 shares of DFSD stock, worth $6 Million. This represents 5.45% of its overall portfolio holdings.

Number of Shares
123,815
Previous 121,914 1.56%
Holding current value
$6 Million
Previous $5.79 Billion 3.06%
% of portfolio
5.45%
Previous 5.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$47.09 - $48.01 $89,518 - $91,267
1,901 Added 1.56%
123,815 $5.97 Billion
Q1 2025

May 15, 2025
BUY
$46.74 - $47.55 $5.7 Million - $5.8 Million
121,914 New
121,914 $5.79 Billion

Others Institutions Holding DFSD

# of Institutions
378
Shares Held
78.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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