New Dimensions Wealth Management, LLC DFIP Holdings History
New Dimensions Wealth Management, LLC's Dimensional Inflation-Protected Securities ETF Holding Summary
As of 2025-03-31, New Dimensions Wealth Management, LLC held 196,631.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $8.28 Mil. This investment constitutes 8.28% of their stock portfolio, and New Dimensions Wealth Management, LLC now holds 0.93% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DFIP's current price of $41.70, New Dimensions Wealth Management, LLC's estimated gain on his DFIP holdings is $88,483.95, reflecting a 1.09% gain to date.
New Dimensions Wealth Management, LLC DFIP ($41.70) Holding Chart
New Dimensions Wealth Management, LLC DFIP ($41.70) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
