New Dimensions Wealth Management, LLC
Q2 2025 13F Holdings
- Locationallen, TX
- Num holdings
19
- Value ($000)
$109,480
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $26.72M | 24 % | 744,592 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $20.72M | 19 % | 671,011 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $11.93M | 11 % | 279,679 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $11.58M | 11 % | 390,571 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $9.33M | 9 % | 183,205 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $8.44M | 8 % | 202,204 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $5.97M | 6 % | 123,815 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $4.74M | 4 % | 174,207 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $2.45M | 2 % | 49,031 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $1.72M | 2 % | 58,564 |
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