New Dimensions Wealth Management, LLC Top Holdings and 13F Report (2026) About New Dimensions Wealth Management, LLCInvestment ActivityNew Dimensions Wealth Management, LLC has $139.26 million in total holdings as of September 30, 2026.New Dimensions Wealth Management, LLC owns shares of 21 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.08% of the portfolio was purchased this quarter.About 0.19% of the portfolio was sold this quarter.This quarter, New Dimensions Wealth Management, LLC has purchased 21 new stocks and bought additional shares in 12 stocks.New Dimensions Wealth Management, LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $34,508,631Dimensional International Core Equity 2 ETF $24,583,229Dimensional US Marketwide Value ETF $15,938,405Dimensional Emerging Markets Core Equity 2 ETF $14,113,748DIMENSIONAL ETF TRUST $10,675,599 Largest New Holdings this Quarter 25434V872 - Dimensional Core Fixed Income ETF $2,990,999 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 74,551 shares (about $2.99M)Dimensional U.S. Core Equity 2 ETF 28,003 shares (about $1.24M)Dimensional International Core Equity 2 ETF 28,299 shares (about $1.06M)DIMENSIONAL ETF TRUST 11,692 shares (about $590.33K)Dimensional Inflation-Protected Securities ETF 14,040 shares (about $548.40K) Largest Sales this Quarter Dimensional U.S. Targeted Value ETF 377 shares (about $25.05K)Dimensional International Value ETF 335 shares (about $18.71K)Apple 31 shares (about $10.32K) 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$34,508,631$1,244,734 ▲3.7%776,34724.8%ETFDFICDimensional International Core Equity 2 ETF$24,583,229$1,064,326 ▲4.5%653,63517.7%ETFDFUVDimensional US Marketwide Value ETF$15,938,405$191,070 ▲1.2%289,78911.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$14,113,748$518,704 ▲3.8%355,33110.1%ETFDIMENSIONAL ETF TRUST$10,675,599$590,329 ▲5.9%211,4407.7%ULTR FIX INC ETFDFIPDimensional Inflation-Protected Securities ETF$10,576,755$548,403 ▲5.5%270,7827.6%ETFDFSDDimensional Short-Duration Fixed Income ETF$6,874,990$431,215 ▲6.7%147,9384.9%ETFDFGRDimensional Global Real Estate ETF$5,821,950$305,557 ▲5.5%215,2294.2%ETFDFCFDimensional Core Fixed Income ETF$2,990,999$2,990,999 ▲New Holding74,5512.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,902,634$301,422 ▲11.6%58,9732.1%ETFDFNMDimensional National Municipal Bond ETF$2,239,313$270,886 ▲13.8%48,6491.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,132,562$2,036 ▲0.1%57,6061.5%ETFDFATDimensional U.S. Targeted Value ETF$1,896,651$25,048 ▼-1.3%28,5471.4%ETFDFIVDimensional International Value ETF$1,234,580$18,713 ▼-1.5%22,1010.9%ETFDFUSDimensional U.S. Equity ETF$569,6050.0%6,8600.4%ETFAVDEAvantis International Equity ETF$492,4840.0%5,4650.4%ETFDFISDimensional International Small Cap ETF$469,371$1,304 ▲0.3%12,9550.3%ETFDFAUDimensional US Core Equity Market ETF$419,3530.0%8,0090.3%ETFDISVDimensional International Small Cap Value ETF$297,3040.0%6,8680.2%ETFAAPLApple$278,725$10,323 ▼-3.6%8370.2%TechnologyBRK.BBerkshire Hathaway$239,5140.0%4810.2%FinanceAVGOBroadcom$0$209,338 ▼-100.0%00.0%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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