Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

New Dimensions Wealth Management »

Berkshire Hathaway shares owned by New Dimensions Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by New Dimensions Wealth Management from 13F filings

Historical chart of New Dimensions Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by New Dimensions Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$242k	481	502.65
2025-09-30	$242k	481	502.74
2025-06-30	$234k	481	485.77

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 Berkshire Hathaway

State Street Corporation

Geode Capital Management

Bill & Melinda Gates Foundation Trust

Jpmorgan Chase & Co

Goldman Sachs Group

Bank of New York Mellon

Charles Schwab Investment Management

Susquehanna International

Royal Bank of Canada

Norges Bank Investment Management

Ubs Global Asset Management Americas

View all funds holding Berkshire Hathaway

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z