New Dimensions Wealth Management, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location allen, TXCIK 0002068447All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
20 | $117.51M | DFAC, DFIC, DFUV, DFEM | 13F-HR | May 14, 2026 | 000206844726000004 | ||
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 |