New Dimensions Wealth Management

Latest statistics and disclosures from New Dimensions Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DFAC, DFIC, DFUV, DFEM, DUSB, and represent 72.76% of New Dimensions Wealth Management's stock portfolio.
  • Added to shares of these 7 stocks: DFIP, DFGR, DUSB, DFSD, DFNM, AVDE, DFIS.
  • Reduced shares in these 8 stocks: DFIC, DFAC, DFUV, DFEM, DFIV, DFAT, VTIP, AAPL.
  • New Dimensions Wealth Management was a net buyer of stock by $186k.
  • New Dimensions Wealth Management has $117M in assets under management (AUM), dropping by 2.46%.
  • Central Index Key (CIK): 0002068447

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Portfolio Holdings for New Dimensions Wealth Management

New Dimensions Wealth Management holds 20 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 24.7 $29M 730k 39.59
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Dimensional Etf Trust Intl Core Equity (DFIC) 18.4 $22M -2% 623k 34.46
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Dimensional Etf Trust Us Mktwide Value (DFUV) 11.1 $13M 279k 46.59
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 10.3 $12M 364k 33.08
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 8.3 $9.7M +3% 191k 50.65
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Dimensional Etf Trust Inflation Prote (DFIP) 8.1 $9.4M +5% 227k 41.56
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Dimensional Etf Trust Short Duration F (DFSD) 5.4 $6.3M +4% 131k 47.95
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Dimensional Etf Trust Global Real Est (DFGR) 4.4 $5.1M +6% 194k 26.42
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $2.4M 48k 49.46
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.6 $1.9M 58k 32.73
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.6 $1.8M 31k 59.54
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.0 $1.2M +14% 25k 48.17
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Dimensional Etf Trust Internatnal Val (DFIV) 1.0 $1.2M -2% 24k 49.90
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Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $512k 6.9k 74.17
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $457k 14k 32.94
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $457k +2% 5.5k 82.32
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $375k 8.0k 46.80
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $261k 6.9k 38.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $242k 481.00 502.65
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Apple (AAPL) 0.2 $235k 863.00 271.83
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Past Filings by New Dimensions Wealth Management

SEC 13F filings are viewable for New Dimensions Wealth Management going back to 2025