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CIK: 0002068447
Total reported value
$132.4M
$132.4M
20 檔
63.0%
At the close of Q3 2025, New Dimensions Wealth Management, LLC disclosed equity holdings valued at approximately $132.4M, spread across 20 reported holdings.
In Q3 2025, New Dimensions Wealth Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 24.92% | +0.89% | -0.95% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 18.38% | -0.43% | -4.66% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 11.13% | +0.46% | +1.63% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 10.35% | +0.22% | -5.67% | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 8.24% | -0.87% | +1.10% | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-Other | 7.97% | -0.35% | +6.57% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 5.32% | -0.25% | +1.75% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.34% | -0.01% | +4.06% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.13% | +0.05% | -2.10% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.58% | -0.06% | -1.73% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 1.57% | -0.09% | -0.22% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 1.00% | -0.11% | -11.29% | |
| 13 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.92% | +0.51% | +22.87% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.44% | +0.01% | — | |
| 15 | DFIS | Dimensional International Sm | ETF-Other | 0.38% | -0.04% | -19.71% | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 0.37% | -0.03% | — | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.32% | — | — | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 0.21% | -0.02% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.02% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.20% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1.8% | -0.95% | Add |
| 2 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | -5.67% | Trim |
| 3 | DFAT | Dimensional US Target Value | +0.2% | -0.22% | Add |
| 4 | DFNM | Dimensional National Muni Bd | +0.1% | +22.87% | Add |
| 5 | DFAX | Dimensional World Ex US Core | 0% | -1.73% | Trim |
| 6 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | Add |
| 7 | AVDE | Avantis International Equity | 0% | — | Unchanged |
| 8 | DFAU | Dimensional US Core Equity M | 0% | — | Unchanged |
| 9 | AAPL | Apple Inc | — | — | Trim |
| 10 | DFIV | Dimensional International Va | 0% | -11.29% | Trim |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 12 | DFIS | Dimensional International Sm | -0.1% | -19.71% | Trim |
| 13 | DFGR | Dim Global Real Estate ETF | -0.1% | +4.06% | Add |
| 14 | DFIC | Dimensional International Co | -0.1% | -4.66% | Trim |
| 15 | DFIP | Dimensional Inflation-protec | -0.3% | +6.57% | Add |
| 16 | DFUV | Dimensional US Marketwide Va | -0.3% | +1.63% | Add |
| 17 | VTIP | Vanguard Short-term Tips | -0.3% | -2.10% | Trim |
| 18 | DFSD | Dimensional Short Duration | -0.5% | +1.75% | Add |
| 19 | DUSB | Dimension Ultrashort Fi ETF | -0.8% | +1.10% | Add |
| 20 | DISV | Dimensional International Sm | — | NEW | New buy |
According to official SEC Form 13F filings, New Dimensions Wealth Management, LLC reported a total U.S. public equity portfolio value of $132.4M across 20 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFUV) accounted for 63.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
DISV
市值: $245.1K
Top Position Liquidated / Trimmed
DFIC
前期市值: $18.5M
During Q3 2025, New Dimensions Wealth Management, LLC's top holdings by market value included DFAC (24.9%)、DFIC (18.4%)、DFUV (11.1%). The largest single position, DFAC, represented 24.9% of total portfolio value.
In Q3 2025, New Dimensions Wealth Management, LLC made 17 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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