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NEW DIMENSIONS WEALTH MANAGEMENT, LLC
NEW DIMENSIONS WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
NEW DIMENSIONS WEALTH MANAGEMENT, LLC runs NEW DIMENSIONS WEALTH MANAGEMENT, LLC and currently holds 21 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $132.39M. Their top holdings are DFAC, DFIC, DFUV, DFEM, DFIP. The top five represent 73.1% of reported portfolio weight. NEW DIMENSIONS WEALTH MANAGEMENT, LLC ranks #885 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NEW DIMENSIONS WEALTH MANAGEMENT, LLC initiated 1 new position. They added to 9 existing positions. They trimmed 5 positions. Their current best-performing preview position is DFEM with returns of +17.63%.
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21 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 25.07% | $33.43 | $45.61 | +36.43% | Added +2.30% |
 DFIC DIMENSIONAL ETF TRUST | 17.60% | $28.23 | $39.39 | +39.53% | Added +4.84% |
 DFUV DIMENSIONAL ETF TRUST | 11.90% | $41.69 | $57.42 | +37.73% | Added +3.17% |
 DFEM DIMENSIONAL ETF TRUST | 10.51% | $26.52 | $39.90 | +50.45% | Trimmed -2.20% |
 DFIP DIMENSIONAL ETF TRUST | 8.00% | $42.00 | $40.33 | -3.99% | Added +9.12% |
 DUSB DIMENSIONAL ETF TRUST | 7.66% | $50.73 | $50.73 | +0.00% | Added +1.01% |
 DFSD DIMENSIONAL ETF TRUST | 5.00% | $47.57 | $47.31 | -0.55% | Added +7.65% |
 DFGR DIMENSIONAL ETF TRUST | 4.46% | $26.41 | $29.46 | +11.55% | Added +3.08% |
 VTIP VANGUARD MALVERN FDS | 2.01% | $49.94 | $49.79 | -0.30% | Added +14.36% |
 DFAX DIMENSIONAL ETF TRUST | 1.60% | $26.20 | $38.13 | +45.53% | Held |
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