—

New Dimensions Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    allen, TX
  • Num holdings

    20

  • Value ($000)

    $117,513

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0002068447
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$28.43M
24 %

731,523

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$21.19M
18 %

596,488

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$13.45M
11 %

277,530

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$12.09M
10 %

349,966

D
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
25434V591
$10.03M
9 %

197,755

D
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
25434V856
$9.82M
8 %

235,276

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$6.17M
5 %

128,809

D
DFGR

DIMENSIONAL ETF TRUST

GLOBAL REAL EST
25434V658
$5.26M
5 %

197,838

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$2.31M
2 %

46,212

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$1.96M
2 %

57,551

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 20