New Dimensions Wealth Management, LLC DFUV Holdings History
Number of Shares
278,230.00
Current Holdings Value*
$11.47 Mil
% of Portfolio
11.46%
Total Estimate Gain
$-86,251.30
% of Total Estimate Gain
-0.74%
New Dimensions Wealth Management, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, New Dimensions Wealth Management, LLC held 278,230.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $11.47 Mil. This investment constitutes 11.46% of their stock portfolio, and New Dimensions Wealth Management, LLC now holds 0.1% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DFUV's current price of $41.67, New Dimensions Wealth Management, LLC's estimated gain on his DFUV holdings is $-86,251.30, reflecting a -0.74% gain to date.
New Dimensions Wealth Management, LLC DFUV ($41.67) Holding Chart
New Dimensions Wealth Management, LLC DFUV ($41.67) 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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