New Dimensions Wealth Management, LLC DFEM Holdings History
Number of Shares
383,760.00
Current Holdings Value*
$10.15 Mil
% of Portfolio
10.15%
Total Estimate Gain
$1.04 Mil
% of Total Estimate Gain
10.19%
New Dimensions Wealth Management, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, New Dimensions Wealth Management, LLC held 383,760.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $10.15 Mil. This investment constitutes 10.15% of their stock portfolio, and New Dimensions Wealth Management, LLC now holds 0.21% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DFEM's current price of $29.30, New Dimensions Wealth Management, LLC's estimated gain on his DFEM holdings is $1.04 Mil, reflecting a 10.19% gain to date.
New Dimensions Wealth Management, LLC DFEM ($29.30) Holding Chart
New Dimensions Wealth Management, LLC DFEM ($29.30) 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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