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New Dimensions Wealth Management, LLC

13F
New Dimensions Wealth Management, LLC
Last update 2025-05-15 19 Stocks (0 new)
Value $100.00 Mil Turnover 0 %
Countries:
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)

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New Dimensions Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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New Dimensions Wealth Management, LLC's Hypothetical Growth since 2025-03-31

New Dimensions Wealth Management, LLC's Yearly Returns

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