New Dimensions Wealth Management, LLC DFIC Holdings History
Number of Shares
666,939.00
Current Holdings Value*
$18.52 Mil
% of Portfolio
18.51%
Total Estimate Gain
$2.83 Mil
% of Total Estimate Gain
15.53%
New Dimensions Wealth Management, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, New Dimensions Wealth Management, LLC held 666,939.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $18.52 Mil. This investment constitutes 18.51% of their stock portfolio, and New Dimensions Wealth Management, LLC now holds 0.22% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DFIC's current price of $31.55, New Dimensions Wealth Management, LLC's estimated gain on his DFIC holdings is $2.83 Mil, reflecting a 15.53% gain to date.
New Dimensions Wealth Management, LLC DFIC ($31.55) Holding Chart
New Dimensions Wealth Management, LLC DFIC ($31.55) 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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