New Dimensions Wealth Management, LLC
CIK: 0002068447SEC EDGAR →
Portfolio Value
$116.9B
Holdings
20
As of
Q4 2025
New Positions
20
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 729,752 | $28.9B | 24.70% |
| 2 | DIMENSIONAL ETF TRUST | 623,402 | $21.5B | 18.37% |
| 3 | DIMENSIONAL ETF TRUST | 279,039 | $13.0B | 11.12% |
| 4 | DIMENSIONAL ETF TRUST | 364,199 | $12.0B | 10.30% |
| 5 | DIMENSIONAL ETF TRUST | 190,927 | $9.7B | 8.27% |
| 6 | DIMENSIONAL ETF TRUST | 226,896 | $9.4B | 8.06% |
| 7 | DIMENSIONAL ETF TRUST | 131,199 | $6.3B | 5.38% |
| 8 | DIMENSIONAL ETF TRUST | 193,736 | $5.1B | 4.38% |
| 9 | VANGUARD MALVERN FDS | 47,599 | $2.4B | 2.01% |
| 10 | DIMENSIONAL ETF TRUST | 57,551 | $1.9B | 1.61% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (20)
$28.9B · 730K shares
$21.5B · 623K shares
$13.0B · 279K shares
$12.0B · 364K shares
$9.7B · 191K shares
$9.4B · 227K shares
$6.3B · 131K shares
$5.1B · 194K shares
$2.4B · 48K shares
$1.9B · 58K shares
$1.8B · 31K shares
$1.2B · 25K shares
$1.2B · 24K shares
$512.0M · 7K shares
$456.0M · 14K shares
$456.0M · 6K shares
$374.0M · 8K shares
$260.0M · 7K shares
$241.0M · 481 shares
$234.0M · 863 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $116.5B | 99.6% |
| Unknown | 1 | $241.0M | 0.2% |
| Technology | 1 | $234.0M | 0.2% |