New Dimensions Wealth Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationallen, TX
- CIK0002068447
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
20 | $116.94M | DFAC, DFIC, DFUV, DFEM | 13F-HR | Feb 3, 2026 | 000206844726000002 | ||
20 | $114.14M | DFAC, DFIC, DFUV, DFEM | 13F-HR | Nov 4, 2025 | 000206844725000008 | ||
19 | $109.48M | DFAC, DFIC, DFUV, DFEM | 13F-HR | Aug 6, 2025 | 000206844725000004 | ||
19 | $100.04M | DFAC, DFIC, DFUV, DFEM | 13F-HR | May 15, 2025 | 000206844725000002 |