The Analysis of New Dimensions Wealth Management, LLC's Holdings

Currently, New Dimensions Wealth Management, LLC holds 20 types of securities in its portfolio with a total value $114.1M. In the most recent quarter, they have increased their positions in DFIP (+13.3K shares, valued at $560.6K), AAPL (+876 shares, valued at $223.1K), DFUV (+4.6K shares, valued at $203.5K); decreased their positions in DFIC (-31.3K shares, valued at $1.0M), DFEM (-22.1K shares, valued at $710.1K), DFAC (-7.1K shares, valued at $273.8K); initiated new positions in AAPL (+876 shares, valued at $223.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST737.5K shares-0.95%2025-09-302025-11-04

DFIC DIMENSIONAL ETF TRUST639.8K shares-4.66%2025-09-302025-11-04

DFUV DIMENSIONAL ETF TRUST284.2K shares1.63%2025-09-302025-11-04

DFEM DIMENSIONAL ETF TRUST368.4K shares-5.67%2025-09-302025-11-04

DUSB DIMENSIONAL ETF TRUST185.2K shares1.10%2025-09-302025-11-04

DFIP DIMENSIONAL ETF TRUST215.5K shares6.57%2025-09-302025-11-04

DFSD DIMENSIONAL ETF TRUST126.0K shares1.75%2025-09-302025-11-04

DFGR DIMENSIONAL ETF TRUST181.3K shares4.06%2025-09-302025-11-04

Sponsored

VTIP VANGUARD MALVERN FDS48.0K shares-2.10%2025-09-302025-11-04

DFAX DIMENSIONAL ETF TRUST57.6K shares-1.73%2025-09-302025-11-04

DFAT DIMENSIONAL ETF TRUST30.9K shares-0.22%2025-09-302025-11-04

DFIV DIMENSIONAL ETF TRUST24.8K shares-11.29%2025-09-302025-11-04

DFNM DIMENSIONAL ETF TRUST22.0K shares22.87%2025-09-302025-11-04

DFUS DIMENSIONAL ETF TRUST6.9K shares0.00%2025-09-302025-11-04

DFIS DIMENSIONAL ETF TRUST13.8K shares-19.71%2025-09-302025-11-04

AVDE AMERICAN CENTY ETF TR5.4K shares0.00%2025-09-302025-11-04