New Dimensions Wealth Management, LLC
New Dimensions Wealth Management, LLC reported 21 positions worth $132.4M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: DFAC (25.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $33.2M | 25.07% | 748,344 | — | — | |
| ▸ 2 | DFIC | SH | $23.3M | 17.60% | 625,336 | — | — | |
| ▸ 3 | DFUV | SH | $15.8M | 11.90% | 286,315 | — | — | |
| ▸ 4 | DFEM | SH | $13.9M | 10.51% | 342,272 | — | — | |
| ▸ 5 | DFIP | SH | $10.6M | 8.00% | 256,742 | — | — | |
| ▸ 6 | DUSB | SH | $10.1M | 7.66% | 199,748 | — | — | |
| ▸ 7 | DFSD | SH | $6.6M | 5.00% | 138,659 | — | — | |
| ▸ 8 | DFGR | SH | $5.9M | 4.46% | 203,933 | — | — | |
| ▸ 9 | VTIP | SH | $2.7M | 2.01% | 52,849 | — | — | |
| ▸ 10 | DFAX | SH | $2.1M | 1.60% | 57,551 | — | — |
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Frequently Asked Questions
What stocks does New Dimensions Wealth Management, LLC hold as of Q2 2026?
New Dimensions Wealth Management, LLC reported 21 positions worth $132.4M in its Q2 2026 13F filing. Largest positions: DFAC (25.1%), DFIC (17.6%), DFUV (11.9%), DFEM (10.5%) and DFIP (8.0%).
What did New Dimensions Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did New Dimensions Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.