New Dimensions Wealth Management, LLC DFAC Holdings History
Number of Shares
700,115.00
Current Holdings Value*
$23.10 Mil
% of Portfolio
23.09%
Total Estimate Gain
$1.57 Mil
% of Total Estimate Gain
6.47%
New Dimensions Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, New Dimensions Wealth Management, LLC held 700,115.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $23.10 Mil. This investment constitutes 23.09% of their stock portfolio, and New Dimensions Wealth Management, LLC now holds 0.07% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DFAC's current price of $36.96, New Dimensions Wealth Management, LLC's estimated gain on his DFAC holdings is $1.57 Mil, reflecting a 6.47% gain to date.
New Dimensions Wealth Management, LLC DFAC ($36.96) Holding Chart
New Dimensions Wealth Management, LLC DFAC ($36.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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