New Dimensions Wealth Management, LLC
CIK 0002068447 · ALLEN, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$132.4M
2026 Q2
Positions
21
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
93.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
25.1%
DFIC
DIMENSIONAL ETF TRUST
17.6%
DFUV
DIMENSIONAL ETF TRUST
11.9%
DFEM
DIMENSIONAL ETF TRUST
10.5%
DFIP
DIMENSIONAL ETF TRUST
8.0%
DUSB
DIMENSIONAL ETF TRUST
7.7%
DFSD
DIMENSIONAL ETF TRUST
5.0%
DFGR
DIMENSIONAL ETF TRUST
4.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.