New Dimensions Wealth Management, LLC Top Holdings and 13F Report (2026) About New Dimensions Wealth Management, LLCInvestment ActivityNew Dimensions Wealth Management, LLC has $117.51 million in total holdings as of March 31, 2026.New Dimensions Wealth Management, LLC owns shares of 20 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.77% of the portfolio was purchased this quarter.About 1.54% of the portfolio was sold this quarter.This quarter, New Dimensions Wealth Management, LLC has purchased 20 new stocks and bought additional shares in 5 stocks.New Dimensions Wealth Management, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $28,426,973Dimensional International Core Equity 2 ETF $21,193,223Dimensional US Marketwide Value ETF $13,449,100Dimensional Emerging Markets Core Equity 2 ETF $12,091,339DIMENSIONAL ETF TRUST $10,028,167 Largest Purchases this Quarter Dimensional Inflation-Protected Securities ETF 8,380 shares (about $349.61K)DIMENSIONAL ETF TRUST 6,828 shares (about $346.25K)Dimensional Global Real Estate ETF 4,102 shares (about $109.03K)Dimensional U.S. Core Equity 2 ETF 1,771 shares (about $68.82K)Dimensional National Municipal Bond ETF 584 shares (about $27.99K) Largest Sales this Quarter Dimensional International Core Equity 2 ETF 26,914 shares (about $956.25K)Dimensional Emerging Markets Core Equity 2 ETF 14,233 shares (about $491.75K)Dimensional Short-Duration Fixed Income ETF 2,390 shares (about $114.43K)Dimensional US Marketwide Value ETF 1,509 shares (about $73.13K)Dimensional International Value ETF 1,337 shares (about $70.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Dimensions Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$28,426,973$68,821 â–²0.2%731,52324.2%ETFDFICDimensional International Core Equity 2 ETF$21,193,223$956,255 â–¼-4.3%596,48818.0%ETFDFUVDimensional US Marketwide Value ETF$13,449,100$73,126 â–¼-0.5%277,53011.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$12,091,339$491,751 â–¼-3.9%349,96610.3%ETFDIMENSIONAL ETF TRUST$10,028,167$346,248 â–²3.6%197,7558.5%ULTRASHORT FIXEDDFIPDimensional Inflation-Protected Securities ETF$9,815,707$349,613 â–²3.7%235,2768.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$6,167,358$114,433 â–¼-1.8%128,8095.2%ETFDFGRDimensional Global Real Estate ETF$5,258,530$109,031 â–²2.1%197,8384.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,308,268$69,280 â–¼-2.9%46,2122.0%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$1,955,0200.0%57,5511.7%ETFDFATDimensional U.S. Targeted Value ETF$1,901,688$4,934 â–¼-0.3%30,4511.6%ETFDFNMDimensional National Municipal Bond ETF$1,233,302$27,991 â–²2.3%25,7311.0%ETFDFIVDimensional International Value ETF$1,208,201$70,568 â–¼-5.5%22,8911.0%ETFDFUSDimensional U.S. Equity ETF$486,459$3,404 â–¼-0.7%6,8600.4%ETFAVDEAvantis International Equity ETF$470,6450.0%5,5470.4%ETFDFISDimensional International Small Cap ETF$446,877$19,933 â–¼-4.3%13,2720.4%ETFDFAUDimensional US Core Equity Market ETF$361,3670.0%8,0090.3%ETFDISVDimensional International Small Cap Value ETF$270,8630.0%6,8680.2%ETFBRK.BBerkshire Hathaway$230,4950.0%4810.2%FinanceAAPLApple$209,046$9,894 â–¼-4.5%8240.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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