New Dimensions Wealth Management

New Dimensions Wealth Management as of June 30, 2025

Portfolio Holdings for New Dimensions Wealth Management

New Dimensions Wealth Management holds 19 positions in its portfolio as reported in the June 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) 24.4 $27M 745k 35.88
Dimensional Etf Trust Intl Core Equity (DFIC) 18.9 $21M 671k 30.88
Dimensional Etf Trust Us Mktwide Value (DFUV) 10.9 $12M 280k 42.65
Dimensional Etf Trust Emerging Mkts Co (DFEM) 10.6 $12M 391k 29.64
Dimensional Etf Trust Ultrashort Fixed (DUSB) 8.5 $9.3M 183k 50.91
Dimensional Etf Trust Inflation Prote (DFIP) 7.7 $8.4M 202k 41.74
Dimensional Etf Trust Short Duration F (DFSD) 5.5 $6.0M 124k 48.22
Dimensional Etf Trust Global Real Est (DFGR) 4.3 $4.7M 174k 27.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $2.5M 49k 50.04
Dimensional Etf Trust World Ex Us Core (DFAX) 1.6 $1.7M 59k 29.37
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $1.7M 31k 53.96
Dimensional Etf Trust Internatnal Val (DFIV) 1.1 $1.2M 28k 42.83
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.8 $848k 18k 47.43
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.5 $514k 17k 29.84
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $463k 6.9k 67.02
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $399k 5.4k 74.01
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $339k 8.0k 42.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $234k 481.00 485.77
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $226k 6.9k 32.91