New Dimensions Wealth Management, LLC
Q3 2025 13F Holdings
- Locationallen, TX
- Num holdings
20
- Value ($000)
$114,138
- Date Filed11/04/2025
- Form type13F-HR
- CIK0002068447
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $28.45 M | 25 % | 737,493 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $20.98 M | 18 % | 639,751 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $12.70 M | 11 % | 284,232 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $11.82 M | 10 % | 368,430 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $9.41 M | 8 % | 185,216 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $9.10 M | 8 % | 215,480 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $6.07 M | 5 % | 125,985 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $4.95 M | 4 % | 181,282 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $2.43 M | 2 % | 48,002 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $1.81 M | 2 % | 57,551 |
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