account_balance

Investment manager · 13F filer · SEC CIK 2068447

New Dimensions Wealth Management, LLC

Reported value$139Mas of Sep 30, 2026
Positions21 1 new, 1 sold out
Top 10 weight92.6%DFAC alone is 25%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 24.8% Added +4%
DFIC Dimensional ETF Trust 17.7% Added +5%
DFUV Dimensional ETF Trust 11.4% Held
DFEM Dimensional ETF Trust 10.1% Added +4%
DUSB Dimensional ETF Trust 7.7% Added +6%
DFIP Dimensional ETF Trust 7.6% Added +5%
DFSD Dimensional ETF Trust 4.9% Added +7%
DFGR Dimensional ETF Trust 4.2% Added +6%
DFCF Dimensional ETF Trust 2.1% New
VTIP Vanguard Malvern FDS 2.1% Added +12%
DFNM Dimensional ETF Trust 1.6% Added +14%
DFAX Dimensional ETF Trust 1.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Aug 12, 2026 filing
add_circleNew
  • DFCF $2.99M
arrow_upwardAdded
  • DFNM +14%
  • VTIP +12%
  • DFSD +7%
  • DUSB +6%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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