New Dimensions Wealth Management, LLC
CIK: 0002068447SEC EDGAR →
Portfolio Value
$116.9M
Holdings
20
As of
Q4 2025
New Positions
20
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 729,752 | $28.9M | 24.70% |
| 2 | DIMENSIONAL ETF TRUST | 623,402 | $21.5M | 18.37% |
| 3 | DIMENSIONAL ETF TRUST | 279,039 | $13.0M | 11.12% |
| 4 | DIMENSIONAL ETF TRUST | 364,199 | $12.0M | 10.30% |
| 5 | DIMENSIONAL ETF TRUST | 190,927 | $9.7M | 8.27% |
| 6 | DIMENSIONAL ETF TRUST | 226,896 | $9.4M | 8.06% |
| 7 | DIMENSIONAL ETF TRUST | 131,199 | $6.3M | 5.38% |
| 8 | DIMENSIONAL ETF TRUST | 193,736 | $5.1M | 4.38% |
| 9 | VANGUARD MALVERN FDS | 47,599 | $2.4M | 2.01% |
| 10 | DIMENSIONAL ETF TRUST | 57,551 | $1.9M | 1.61% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (20)
$28.9M · 730K shares
$21.5M · 623K shares
$13.0M · 279K shares
$12.0M · 364K shares
$9.7M · 191K shares
$9.4M · 227K shares
$6.3M · 131K shares
$5.1M · 194K shares
$2.4M · 48K shares
$1.9M · 58K shares
$1.8M · 31K shares
$1.2M · 25K shares
$1.2M · 24K shares
$512K · 7K shares
$456K · 14K shares
$456K · 6K shares
$374K · 8K shares
$260K · 7K shares
$241K · 481 shares
$234K · 863 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $116.5M | 99.6% |
| Unknown | 1 | $241K | 0.2% |
| Technology | 1 | $234K | 0.2% |