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 72.49% of New Dimensions Wealth Management's stock portfolio.
  • Added to shares of these 5 stocks: DFIP, DUSB, DFGR, DFAC, DFNM.
  • Reduced shares in these 10 stocks: DFIC, DFEM, DFSD, DFUV, DFIV, VTIP, DFIS, AAPL, DFAT, DFUS.
  • New Dimensions Wealth Management was a net seller of stock by $-912k.
  • New Dimensions Wealth Management has $118M in assets under management (AUM), dropping by 0.49%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 24.2 $28M 732k 38.86
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Dimensional Etf Trust Intl Core Equity (DFIC) 18.0 $21M -4% 597k 35.53
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Dimensional Etf Trust Us Mktwide Value (DFUV) 11.4 $13M 278k 48.46
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 10.3 $12M -3% 350k 34.55
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 8.5 $10M +3% 198k 50.71
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Dimensional Etf Trust Inflation Prote (DFIP) 8.4 $9.8M +3% 235k 41.72
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Dimensional Etf Trust Short Duration F (DFSD) 5.2 $6.2M 129k 47.88
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Dimensional Etf Trust Global Real Est (DFGR) 4.5 $5.3M +2% 198k 26.58
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $2.3M -2% 46k 49.95
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.7 $2.0M 58k 33.97
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.6 $1.9M 31k 62.45
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.0 $1.2M +2% 26k 47.93
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Dimensional Etf Trust Internatnal Val (DFIV) 1.0 $1.2M -5% 23k 52.78
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Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $487k 6.9k 70.91
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $471k 5.5k 84.85
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $447k -4% 13k 33.67
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $361k 8.0k 45.12
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $271k 6.9k 39.44
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $231k 481.00 479.20
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Apple (AAPL) 0.2 $209k -4% 824.00 253.70
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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