New Dimensions Wealth Management, LLC - Portfolio overview

New Dimensions Wealth Management, LLC has 20 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 24.19%
2. DFIC - DIMENSIONAL ETF TRUST, 18.03%
3. DFUV - DIMENSIONAL ETF TRUST, 11.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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