Number of Shares
383,760.00
Current Holdings Value*
$10.15 Mil
% of Portfolio
10.15%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
14.29%

New Dimensions Wealth Management, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-03-31, New Dimensions Wealth Management, LLC held 383,760.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $10.15 Mil. This investment constitutes 10.15% of their stock portfolio, and New Dimensions Wealth Management, LLC now holds 0.21% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2025Q1. Based on historical transaction data and DFEM's current price of $30.39, New Dimensions Wealth Management, LLC's estimated gain on his DFEM holdings is $1.46 Mil, reflecting a 14.29% gain to date.

New Dimensions Wealth Management, LLC DFEM ($30.39) Holding Chart

New Dimensions Wealth Management, LLC DFEM ($30.39) 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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