New Dimensions Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 284,232 shares of DFUV stock, worth $12.8 Million. This represents 11.13% of its overall portfolio holdings.
Number of Shares
284,232
Previous 279,679
1.63%
Holding current value
$12.8 Million
Previous $11.9 Billion
6.49%
% of portfolio
11.13%
Previous 10.9%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio