New Dimensions Wealth Management, LLC Top Holdings and 13F Report (2026) About New Dimensions Wealth Management, LLCInvestment ActivityNew Dimensions Wealth Management, LLC has $132.39 million in total holdings as of June 30, 2026.New Dimensions Wealth Management, LLC owns shares of 21 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 4.02% of the portfolio was purchased this quarter.About 0.35% of the portfolio was sold this quarter.This quarter, New Dimensions Wealth Management, LLC has purchased 20 new stocks and bought additional shares in 10 stocks.New Dimensions Wealth Management, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $33,196,524Dimensional International Core Equity 2 ETF $23,300,037Dimensional US Marketwide Value ETF $15,750,200Dimensional Emerging Markets Core Equity 2 ETF $13,909,944Dimensional Inflation-Protected Securities ETF $10,591,874 Largest New Holdings this Quarter 11135F101 - Broadcom $209,338 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 28,848 shares (about $1.07M)Dimensional Inflation-Protected Securities ETF 21,466 shares (about $885.58K)Dimensional National Municipal Bond ETF 17,033 shares (about $823.29K)Dimensional U.S. Core Equity 2 ETF 16,821 shares (about $746.18K)Dimensional US Marketwide Value ETF 8,785 shares (about $483.26K) Largest Sales this Quarter Dimensional Emerging Markets Core Equity 2 ETF 7,694 shares (about $312.68K)Dimensional U.S. Targeted Value ETF 1,527 shares (about $106.74K)Dimensional International Value ETF 455 shares (about $24.58K)Dimensional International Small Cap ETF 353 shares (about $12.37K)Avantis International Equity ETF 82 shares (about $7.31K) 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$33,196,524$746,179 â–²2.3%748,34425.1%ETFDFICDimensional International Core Equity 2 ETF$23,300,037$1,074,877 â–²4.8%625,33617.6%ETFDFUVDimensional US Marketwide Value ETF$15,750,200$483,263 â–²3.2%286,31511.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$13,909,944$312,684 â–¼-2.2%342,27210.5%ETFDFIPDimensional Inflation-Protected Securities ETF$10,591,874$885,578 â–²9.1%256,7428.0%ETFDIMENSIONAL ETF TRUST$10,143,184$101,204 â–²1.0%199,7487.7%ULTR FIX INC ETFDFSDDimensional Short-Duration Fixed Income ETF$6,620,972$470,338 â–²7.6%138,6595.0%ETFDFGRDimensional Global Real Estate ETF$5,907,937$176,572 â–²3.1%203,9334.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,654,604$333,376 â–²14.4%52,8492.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,120,1920.0%57,5511.6%ETFDFNMDimensional National Municipal Bond ETF$2,067,007$823,294 â–²66.2%42,7641.6%ETFDFATDimensional U.S. Targeted Value ETF$2,021,762$106,736 â–¼-5.0%28,9241.5%ETFDFIVDimensional International Value ETF$1,211,994$24,579 â–¼-2.0%22,4360.9%ETFDFUSDimensional U.S. Equity ETF$562,1270.0%6,8600.4%ETFAVDEAvantis International Equity ETF$487,474$7,314 â–¼-1.5%5,4650.4%ETFDFISDimensional International Small Cap ETF$452,562$12,366 â–¼-2.7%12,9190.3%ETFDFAUDimensional US Core Equity Market ETF$413,9870.0%8,0090.3%ETFDISVDimensional International Small Cap Value ETF$275,6020.0%6,8680.2%ETFAAPLApple$251,182$12,733 â–²5.3%8680.2%TechnologyBRK.BBerkshire Hathaway$240,6880.0%4810.2%FinanceAVGOBroadcom$209,338$209,338 â–²New Holding5540.2%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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