New Dimensions Wealth Management, LLC DUSB Holdings History
Number of Shares
177,460.00
Current Holdings Value*
$9.00 Mil
% of Portfolio
9%
Total Estimate Gain
$-7,098.40
% of Total Estimate Gain
-0.08%
New Dimensions Wealth Management, LLC's Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2025-03-31, New Dimensions Wealth Management, LLC held 177,460.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $9.00 Mil. This investment constitutes 9% of their stock portfolio, and New Dimensions Wealth Management, LLC now holds 0.76% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DUSB's current price of $50.69, New Dimensions Wealth Management, LLC's estimated gain on his DUSB holdings is $-7,098.40, reflecting a -0.08% gain to date.
New Dimensions Wealth Management, LLC DUSB ($50.69) Holding Chart
New Dimensions Wealth Management, LLC DUSB ($50.69) 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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