Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

New Dimensions Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: New Dimensions Wealth Management, LLC 13F Holdings (2026-03-31)
Creator: ko.io

New Dimensions Wealth Management, LLC (CIK 2068447) reported $117.5M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($28.4M, 24.19%), DFIC ($21.2M, 18.03%), DFUV ($13.4M, 11.44%), DFEM ($12.1M, 10.29%), DUSB ($10.0M, 8.53%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	DFAC	DIMENSIONAL ETF TRUST	$28.4M	24.19%	731,523	Added
2	DFIC	DIMENSIONAL ETF TRUST	$21.2M	18.03%	596,488	Trimmed
3	DFUV	DIMENSIONAL ETF TRUST	$13.4M	11.44%	277,530	Trimmed
4	DFEM	DIMENSIONAL ETF TRUST	$12.1M	10.29%	349,966	Trimmed
5	DUSB	DIMENSIONAL ETF TRUST	$10.0M	8.53%	197,755	Added
6	DFIP	DIMENSIONAL ETF TRUST	$9.8M	8.35%	235,276	Added
7	DFSD	DIMENSIONAL ETF TRUST	$6.2M	5.25%	128,809	Trimmed
8	DFGR	DIMENSIONAL ETF TRUST	$5.3M	4.47%	197,838	Added
9	VTIP	VANGUARD MALVERN FDS	$2.3M	1.96%	46,212	Trimmed
10	DFAX	DIMENSIONAL ETF TRUST	$2.0M	1.66%	57,551	Hold
11	DFAT	DIMENSIONAL ETF TRUST	$1.9M	1.62%	30,451	Trimmed
12	DFNM	DIMENSIONAL ETF TRUST	$1.2M	1.05%	25,731	Added
13	DFIV	DIMENSIONAL ETF TRUST	$1.2M	1.03%	22,891	Trimmed
14	DFUS	DIMENSIONAL ETF TRUST	$486,459	0.41%	6,860	Trimmed
15	AVDE	AMERICAN CENTY ETF TR	$470,645	0.40%	5,547	Hold
16	DFIS	DIMENSIONAL ETF TRUST	$446,877	0.38%	13,272	Trimmed
17	DFAU	DIMENSIONAL ETF TRUST	$361,367	0.31%	8,009	Hold
18	DISV	DIMENSIONAL ETF TRUST	$270,863	0.23%	6,868	Hold
19	BRK/B	BERKSHIRE HATHAWAY INC DEL	$230,495	0.20%	481	Hold
20	AAPL	APPLE INC	$209,046	0.18%	824	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31