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CIK: 0002068447
Total reported value
$132.4M
$132.4M
20 檔
64.3%
In Q4 2025, New Dimensions Wealth Management, LLC's U.S. equity holdings reached a combined market value of $132.4M, distributed across 20 disclosed stock positions.
During Q4 2025, New Dimensions Wealth Management, LLC performed routine portfolio adjustments (0 new buys, 7 additions, 8 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 24.70% | +0.89% | -1.05% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 18.37% | -0.43% | -2.56% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 11.12% | +0.46% | -1.83% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 10.30% | +0.22% | -1.15% | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 8.27% | -0.87% | +3.08% | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-Other | 8.06% | -0.35% | +5.30% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 5.38% | -0.25% | +4.14% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.38% | -0.01% | +6.87% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.01% | +0.05% | -0.84% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.61% | -0.06% | — | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 1.55% | -0.09% | -1.12% | |
| 12 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.04% | +0.51% | +14.48% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.03% | -0.11% | -2.22% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.44% | +0.01% | — | |
| 15 | DFIS | Dimensional International Sm | ETF-Other | 0.39% | -0.04% | +0.25% | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 0.39% | -0.03% | +2.80% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.32% | — | — | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 0.22% | -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% | -1.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFNM | Dimensional National Muni Bd | +0.1% | +14.48% | Add |
| 2 | DFIP | Dimensional Inflation-protec | +0.1% | +5.30% | Add |
| 3 | DFSD | Dimensional Short Duration | +0.1% | +4.14% | Add |
| 4 | DFGR | Dim Global Real Estate ETF | 0% | +6.87% | Add |
| 5 | DUSB | Dimension Ultrashort Fi ETF | 0% | +3.08% | Add |
| 6 | DFAX | Dimensional World Ex US Core | 0% | — | Unchanged |
| 7 | DFIV | Dimensional International Va | 0% | -2.22% | Trim |
| 8 | AVDE | Avantis International Equity | 0% | +2.80% | Add |
| 9 | DFIS | Dimensional International Sm | 0% | +0.25% | Add |
| 10 | DISV | Dimensional International Sm | 0% | — | Unchanged |
| 11 | DFUS | Dimensional US Eq Mkt ETF | — | — | Unchanged |
| 12 | AAPL | Apple Inc | — | -1.48% | Trim |
| 13 | DFAU | Dimensional US Core Equity M | — | — | Unchanged |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 15 | DFIC | Dimensional International Co | 0% | -2.56% | Trim |
| 16 | DFUV | Dimensional US Marketwide Va | 0% | -1.83% | Trim |
| 17 | DFAT | Dimensional US Target Value | 0% | -1.12% | Trim |
| 18 | DFEM | Dimensional Emrg Mrkt Core | -0.1% | -1.15% | Trim |
| 19 | VTIP | Vanguard Short-term Tips | -0.1% | -0.84% | Trim |
| 20 | DFAC | Dimensional US Core Equity 2 | -0.2% | -1.05% | Trim |
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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFUV) accounted for 64.3% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
DFAC
前期市值: $28.4M
During Q4 2025, New Dimensions Wealth Management, LLC's top holdings by market value included DFAC (24.7%)、DFIC (18.4%)、DFUV (11.1%). The largest single position, DFAC, represented 24.7% of total portfolio value.
In Q4 2025, New Dimensions Wealth Management, LLC made 15 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 8 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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