New Dimensions Wealth Management

New Dimensions Wealth Management as of June 30, 2026

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