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Apple shares owned by New Dimensions Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by New Dimensions Wealth Management from 13F filings

Historical chart of New Dimensions Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by New Dimensions Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by New Dimensions Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $235k 863 271.83
2025-09-30 $223k 876 254.65

More positions owned by New Dimensions Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for New Dimensions Wealth Management

Top funds holding Apple

Vanguard Group
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Jpmorgan Chase & Co
Norges Bank Investment Management
Northern Trust
Goldman Sachs Group
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Wellington Management Company

View all funds holding Apple