New Dimensions Wealth Management

New Dimensions Wealth Management as of Sept. 30, 2025

Portfolio Holdings for New Dimensions Wealth Management

New Dimensions Wealth Management holds 20 positions in its portfolio as reported in the September 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) 24.9 $28M 738k 38.57
Dimensional Etf Trust Intl Core Equity (DFIC) 18.4 $21M 640k 32.79
Dimensional Etf Trust Us Mktwide Value (DFUV) 11.1 $13M 284k 44.69
Dimensional Etf Trust Emerging Mkts Co (DFEM) 10.4 $12M 368k 32.07
Dimensional Etf Trust Ultrashort Fixed (DUSB) 8.2 $9.4M 185k 50.78
Dimensional Etf Trust Inflation Prote (DFIP) 8.0 $9.1M 216k 42.23
Dimensional Etf Trust Short Duration F (DFSD) 5.3 $6.1M 126k 48.19
Dimensional Etf Trust Global Real Est (DFGR) 4.3 $5.0M 181k 27.31
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.1 $2.4M 48k 50.63
Dimensional Etf Trust World Ex Us Core (DFAX) 1.6 $1.8M 58k 31.38
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.6 $1.8M 31k 58.21
Dimensional Etf Trust Internatnal Val (DFIV) 1.0 $1.1M 25k 46.12
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.9 $1.1M 22k 47.98
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $500k 6.9k 72.44
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $437k 14k 31.63
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $426k 5.4k 78.90
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $367k 8.0k 45.76
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $245k 6.9k 35.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $242k 481.00 502.74
Apple (AAPL) 0.2 $223k 876.00 254.65