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Terminal · Institutions

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 (2026-06-30)

New Dimensions Wealth Management, LLC (CIK 2068447) reported $132.4M across 21 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($33.2M, 25.07%), DFIC ($23.3M, 17.60%), DFUV ($15.8M, 11.90%), DFEM ($13.9M, 10.51%), DFIP ($10.6M, 8.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$33.2M25.07%748,344Added
2DFICDIMENSIONAL ETF TRUST$23.3M17.60%625,336Added
3DFUVDIMENSIONAL ETF TRUST$15.8M11.90%286,315Added
4DFEMDIMENSIONAL ETF TRUST$13.9M10.51%342,272Trimmed
5DFIPDIMENSIONAL ETF TRUST$10.6M8.00%256,742Added
6DUSBDIMENSIONAL ETF TRUST$10.1M7.66%199,748Added
7DFSDDIMENSIONAL ETF TRUST$6.6M5.00%138,659Added
8DFGRDIMENSIONAL ETF TRUST$5.9M4.46%203,933Added
9VTIPVANGUARD MALVERN FDS$2.7M2.01%52,849Added
10DFAXDIMENSIONAL ETF TRUST$2.1M1.60%57,551Hold
11DFNMDIMENSIONAL ETF TRUST$2.1M1.56%42,764Added
12DFATDIMENSIONAL ETF TRUST$2.0M1.53%28,924Trimmed
13DFIVDIMENSIONAL ETF TRUST$1.2M0.92%22,436Trimmed
14DFUSDIMENSIONAL ETF TRUST$562,1270.42%6,860Hold
15AVDEAMERICAN CENTY ETF TR$487,4740.37%5,465Trimmed
16DFISDIMENSIONAL ETF TRUST$452,5620.34%12,919Trimmed
17DFAUDIMENSIONAL ETF TRUST$413,9870.31%8,009Hold
18DISVDIMENSIONAL ETF TRUST$275,6020.21%6,868Hold
19AAPLAPPLE INC$251,1820.19%868Added
20BRKBBERKSHIRE HATHAWAY INC DEL$240,6880.18%481Hold
21AVGOBROADCOM INC$209,3380.16%554New

Source: SEC Form 13F filings · as of 2026-06-30