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 24,778 shares of DFIV stock, worth $1.19 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
24,778
Previous 27,933 11.29%
Holding current value
$1.19 Million
Previous $1.2 Billion 4.48%
% of portfolio
1.0%
Previous 1.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$42.66 - $46.53 $134,592 - $146,802
-3,155 Reduced 11.29%
24,778 $1.14 Billion
Q2 2025

Aug 06, 2025
BUY
$34.67 - $43.21 $61,816 - $77,043
1,783 Added 6.82%
27,933 $1.2 Billion
Q1 2025

May 15, 2025
BUY
$35.33 - $40.77 $923,879 - $1.07 Million
26,150 New
26,150 $1.03 Billion

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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