New Dimensions Wealth Management, Llc Portfolio Stock Holdings
New Dimensions Wealth Management, Llc disclosed 20 stock positions valued at approximately $117.5 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $117.5M
Holdings by Sector
New Dimensions Wealth Management, Llc Portfolio Holdings in Q1 2026
20 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 24.19% | 731,523 | +1,771 | +0.24% | $28,426,973 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 18.03% | 596,488 | -26,914 | -4.32% | $21,193,223 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 11.44% | 277,530 | -1,509 | -0.54% | $13,449,100 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 10.29% | 349,966 | -14,233 | -3.91% | $12,091,339 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 8.53% | 197,755 | +6,828 | +3.58% | $10,028,167 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 8.35% | 235,276 | +8,380 | +3.69% | $9,815,707 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 5.25% | 128,809 | -2,390 | -1.82% | $6,167,358 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 4.47% | 197,838 | +4,102 | +2.12% | $5,258,530 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.96% | 46,212 | -1,387 | -2.91% | $2,308,268 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.66% | 57,551 | - | - | $1,955,020 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.62% | 30,451 | -79 | -0.26% | $1,901,688 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 1.05% | 25,731 | +584 | +2.32% | $1,233,302 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 1.03% | 22,891 | -1,337 | -5.52% | $1,208,201 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.41% | 6,860 | -48 | -0.69% | $486,459 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.40% | 5,547 | - | - | $470,645 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.38% | 13,272 | -592 | -4.27% | $446,877 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.31% | 8,009 | - | - | $361,367 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.23% | 6,868 | - | - | $270,863 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.20% | 481 | - | - | $230,495 |
| APPLE INC | AAPL | Technology | 0.18% | 824 | -39 | -4.52% | $209,046 |