New Dimensions Wealth Management, LLC 13F Holdings
CIK 0002068447 · ALLEN, TX
As of Sep 30, 2025, New Dimensions Wealth Management, LLC reported 20 positions worth
CIK 0002068447 · ALLEN, TX
As of Sep 30, 2025, New Dimensions Wealth Management, LLC reported 20 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 737,493 | $28.4M | 24.92% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 639,751 | $21.0M | 18.38% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 284,232 | 2.7M | 11.13% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 368,430 | 1.8M | 10.35% |
| DIMENSIONAL ETF TRUST | DUSB | — | 185,216 | $9.4M | 8.24% |
| DIMENSIONAL ETF TRUST | DFIP | — | 215,480 | $9.1M | 7.97% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 125,985 | $6.1M | 5.32% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 181,282 | $5.0M | 4.34% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 48,002 | $2.4M | 2.13% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 57,551 | .8M | 1.58% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 30,875 | .8M | 1.57% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 24,778 | .1M | 1.00% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 21,966 | .1M | 0.92% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 6,908 | $500.4K | 0.44% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 13,829 | $437.4K | 0.38% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 5,396 | $425.7K | 0.37% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 8,009 | $366.5K | 0.32% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 6,868 | $245.1K | 0.21% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 481 | $241.8K | 0.21% |
| APPLE INC | AAPL | Technology | 876 | $223.1K | 0.20% |