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, DFIP, and represent 73.08% of New Dimensions Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DFIC, DFIP, DFNM, DFAC, DFUV, DFSD, VTIP, AVGO, DFGR, DUSB.
  • Started 1 new stock position in AVGO.
  • Reduced shares in these 5 stocks: DFEM, DFAT, DFIV, DFIS, AVDE.
  • New Dimensions Wealth Management was a net buyer of stock by $4.9M.
  • New Dimensions Wealth Management has $132M in assets under management (AUM), dropping by 12.66%.
  • Central Index Key (CIK): 0002068447

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Portfolio Holdings for New Dimensions Wealth Management

New Dimensions Wealth Management holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 25.1 $33M +2% 748k 44.36
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Dimensional Etf Trust Intl Core Equity (DFIC) 17.6 $23M +4% 625k 37.26
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Dimensional Etf Trust Us Mktwide Value (DFUV) 11.9 $16M +3% 286k 55.01
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 10.5 $14M -2% 342k 40.64
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Dimensional Etf Trust Inflation Prote (DFIP) 8.0 $11M +9% 257k 41.25
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Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 7.7 $10M 200k 50.78
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Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 5.0 $6.6M +7% 139k 47.75
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Dimensional Etf Trust Global Real Est (DFGR) 4.5 $5.9M +3% 204k 28.97
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $2.7M +14% 53k 50.23
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.6 $2.1M 58k 36.84
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.6 $2.1M +66% 43k 48.34
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $2.0M -5% 29k 69.90
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Dimensional Etf Trust Internatnal Val (DFIV) 0.9 $1.2M 22k 54.02
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Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.4 $562k 6.9k 81.94
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $488k 5.5k 89.20
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $453k -2% 13k 35.03
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $414k 8.0k 51.69
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $276k 6.9k 40.13
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Apple (AAPL) 0.2 $251k +5% 868.00 289.38
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $241k 481.00 500.39
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Broadcom (AVGO) 0.2 $209k NEW 554.00 377.87
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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