New Dimensions Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    allen, TX
  • CIK
    0002068447
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
New Dimensions Wealth Management, Llc 13F Filings