New Dimensions Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 6,868 shares of DISV stock, worth $245,599. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,868Holding current value
$245,599% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
374Shares Held
80.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL5.91MShares$211 Million3.28% of portfolio
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Mather Group, Llc. Chicago, IL5.86MShares$210 Million2.13% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio