New Dimensions Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 57,551 shares of DFAX stock, worth $1.84 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
57,551
Previous 58,564
1.73%
Holding current value
$1.84 Million
Previous $1.72 Billion
5.0%
% of portfolio
1.58%
Previous 1.57%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio