New Dimensions Wealth Management, LLC DFSD Holdings History
New Dimensions Wealth Management, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, New Dimensions Wealth Management, LLC held 121,914.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $5.79 Mil. This investment constitutes 5.79% of their stock portfolio, and New Dimensions Wealth Management, LLC now holds 0.13% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DFSD's current price of $47.89, New Dimensions Wealth Management, LLC's estimated gain on his DFSD holdings is $81,584.85, reflecting a 1.42% gain to date.
New Dimensions Wealth Management, LLC DFSD ($47.89) Holding Chart
New Dimensions Wealth Management, LLC DFSD ($47.89) 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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