New Dimensions Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, New Dimensions Wealth Management, LLC held in its portfolio 20 assets valued at $116,943,934 (i.e. $116.94M).

The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($28.89M), DIMENSIONAL ETF TRUST ($21.48M), and DIMENSIONAL ETF TRUST ($13.00M).

The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in New Dimensions Wealth Management, LLC Portfolio

DIMENSIONAL ETF TRUST

VANGUARD MALVERN FDS

DIMENSIONAL ETF TRUST

New Dimensions Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
DIMENSIONAL ETF TRUST	729752	28890883	US CORE EQUITY 2
DIMENSIONAL ETF TRUST	623402	21482432	INTL CORE EQUITY
DIMENSIONAL ETF TRUST	279039	13000419	US MKTWIDE VALUE
DIMENSIONAL ETF TRUST	364199	12047692	EMERGING MKTS CO
DIMENSIONAL ETF TRUST	190927	9670438	ULTRASHORT FIXED
DIMENSIONAL ETF TRUST	226896	9428681	INFLATION PROTE
DIMENSIONAL ETF TRUST	131199	6291010	SHORT DURATION F
DIMENSIONAL ETF TRUST	193736	5118495	GLOBAL REAL EST
VANGUARD MALVERN FDS	47599	2354238	STRM INFPROIDX
DIMENSIONAL ETF TRUST	57551	1883656	WORLD EX US CORE
DIMENSIONAL ETF TRUST	30530	1817771	US TARGETED VLU
DIMENSIONAL ETF TRUST	25147	1211350	NATL MUN BD ETF
DIMENSIONAL ETF TRUST	24228	1209001	INTERNATNAL VAL
DIMENSIONAL ETF TRUST	6908	512383	US EQUITY MARKET
DIMENSIONAL ETF TRUST	13864	456670	INTL SMALL CAP E
AMERICAN CENTY ETF TR	5547	456655	INTL EQT ETF
DIMENSIONAL ETF TRUST	8009	374822	US CORE EQT MKT
DIMENSIONAL ETF TRUST	6868	260974	INTL SMALL CAP V
BERKSHIRE HATHAWAY INC DEL	481	241775	CL B NEW
APPLE INC	863	234589	COM