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 %

Top Ranked Articles

  • 1