New Dimensions Wealth Management, LLC DFGR Holdings History
Number of Shares
168,404.00
Current Holdings Value*
$4.42 Mil
% of Portfolio
4.42%
Total Estimate Gain
$172,614.10
% of Total Estimate Gain
3.93%
New Dimensions Wealth Management, LLC's Dimensional Global Real Estate ETF Holding Summary
As of 2025-03-31, New Dimensions Wealth Management, LLC held 168,404.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $4.42 Mil. This investment constitutes 4.42% of their stock portfolio, and New Dimensions Wealth Management, LLC now holds 0.19% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DFGR's current price of $27.09, New Dimensions Wealth Management, LLC's estimated gain on his DFGR holdings is $172,614.10, reflecting a 3.93% gain to date.
New Dimensions Wealth Management, LLC DFGR ($27.09) Holding Chart
New Dimensions Wealth Management, LLC DFGR ($27.09) 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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