New Dimensions Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 279,679 shares of DFUV stock, worth $12.5 Million. This represents 10.9% of its overall portfolio holdings.
Number of Shares
279,679
Previous 278,230
0.52%
Holding current value
$12.5 Million
Previous $11.5 Billion
4.03%
% of portfolio
10.9%
Previous 11.46%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
749Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$745 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$643 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$368 Million0.51% of portfolio