New Dimensions Wealth Management, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 368,430 shares of DFEM stock, worth $12.2 Million. This represents 10.35% of its overall portfolio holdings.
Number of Shares
368,430
Previous 390,571
5.67%
Holding current value
$12.2 Million
Previous $11.6 Billion
2.06%
% of portfolio
10.35%
Previous 10.57%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio