ND
| |
New Dimensions Wealth Management, LLC13F | |
New Dimensions Wealth Management, LLC | |
Last update 2025-05-15 | 19 Stocks (0 new) |
Value $100.00 Mil | Turnover 0 % |
New Dimensions Wealth Manageme... Top Holdings of 2025-03-31
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 700,115 | 23,096.8 | 0% | 23.090 | 0% | 0.070 | +17.81% | +6.91% | 36,018.1 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 666,939 | 18,520.9 | 0% | 18.510 | 0% | 0.220 | +13.41% | +23.68% | 9,993.9 | ||
DFUV | Dimensional US Marketwide Value ETF | 278,230 | 11,465.9 | 0% | 11.460 | 0% | 0.100 | +12.61% | +6.28% | 11,902.3 | ||
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 383,760 | 10,154.3 | 0% | 10.150 | 0% | 0.210 | +17.48% | +17.26% | 5,825.7 | ||
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 177,460 | 9,002.5 | 0% | 9.000 | 0% | 0.760 | +0.16% | +0.24% | 1,376.8 | ||
DFIP |
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
| 196,631 | 8,280.3 | 0% | 8.280 | 0% | 0.930 | +0.58% | +2.94% | 933.6 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 121,914 | 5,793.4 | 0% | 5.790 | 0% | 0.130 | +1.18% | +2.18% | 4,895.4 | ||
DFGR | Dimensional Global Real Estate ETF | 168,404 | 4,422.3 | 0% | 4.420 | 0% | 0.190 | +6.81% | +7.52% | 2,627.9 | ||
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 49,352 | 2,462.7 | 0% | 2.460 | 0% | 0.020 | +0.34% | +3.30% | 14,968.4 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 59,313 | 1,554.0 | 0% | 1.550 | 0% | 0.020 | +15.08% | +21.88% | 9,120.8 |
New Dimensions Wealth Management, LLC's Historical Top Holdings Breakdowns
New Dimensions Wealth Management, LLC Total Holding History ($B)
New Dimensions Wealth Management, LLC's Asset Allocation
New Dimensions Wealth Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
New Dimensions Wealth Management, LLC's Hypothetical Growth since 2025-03-31
New Dimensions Wealth Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
New Dimensions Wealth Management, LLC's Holdings Heat Map
Size field:
New Dimensions Wealth Management, LLC's Holdings Bubble Chart
New Dimensions Wealth Management, LLC News
- 1