New Dimensions Wealth Management, LLC
Q1 2025 13F Holdings
- Locationallen, TX
- Num holdings
19
- Value ($000)
$100,039
- Date Filed05/15/2025
- 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 Q1 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $23.10M | 23 % | 700,115 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $18.52M | 19 % | 666,939 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $11.47M | 12 % | 278,230 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $10.15M | 10 % | 383,760 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $9.00M | 9 % | 177,460 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $8.28M | 8 % | 196,631 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $5.79M | 6 % | 121,914 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $4.42M | 4 % | 168,404 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $2.46M | 3 % | 49,352 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $1.55M | 2 % | 59,313 |
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