13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002068447
Total reported value
$132.4M
$132.4M
20 檔
64.3%
The Q1 2026 SEC filing reveals that New Dimensions Wealth Management, LLC held a total portfolio value of $132.4M, covering 20 public equity positions.
In Q1 2026, New Dimensions Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 24.19% | +0.89% | +0.24% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 18.03% | -0.43% | -4.32% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 11.44% | +0.46% | -0.54% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 10.29% | +0.22% | -3.91% | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 8.53% | -0.87% | +3.58% | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-Other | 8.35% | -0.35% | +3.69% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 5.25% | -0.25% | -1.82% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.47% | -0.01% | +2.12% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.96% | +0.05% | -2.91% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.66% | -0.06% | — | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 1.62% | -0.09% | -0.26% | |
| 12 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.05% | +0.51% | +2.32% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.03% | -0.11% | -5.52% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.41% | +0.01% | -0.69% | |
| 15 | AVDE | Avantis International Equity | ETF-Other | 0.40% | -0.03% | — | |
| 16 | DFIS | Dimensional International Sm | ETF-Other | 0.38% | -0.04% | -4.27% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.31% | — | — | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 0.23% | -0.02% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.02% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.01% | -4.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFUV | Dimensional US Marketwide Va | +0.3% | -0.54% | Trim |
| 2 | DFIP | Dimensional Inflation-protec | +0.3% | +3.69% | Add |
| 3 | DUSB | Dimension Ultrashort Fi ETF | +0.3% | +3.58% | Add |
| 4 | DFGR | Dim Global Real Estate ETF | +0.1% | +2.12% | Add |
| 5 | DFAT | Dimensional US Target Value | +0.1% | -0.26% | Trim |
| 6 | DFAX | Dimensional World Ex US Core | +0.1% | — | Unchanged |
| 7 | DFNM | Dimensional National Muni Bd | 0% | +2.32% | Add |
| 8 | AVDE | Avantis International Equity | 0% | — | Unchanged |
| 9 | DISV | Dimensional International Sm | 0% | — | Unchanged |
| 10 | DFIV | Dimensional International Va | — | -5.52% | Trim |
| 11 | DFEM | Dimensional Emrg Mrkt Core | 0% | -3.91% | Trim |
| 12 | DFAU | Dimensional US Core Equity M | 0% | — | Unchanged |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 14 | DFIS | Dimensional International Sm | 0% | -4.27% | Trim |
| 15 | AAPL | Apple Inc | 0% | -4.52% | Trim |
| 16 | DFUS | Dimensional US Eq Mkt ETF | 0% | -0.69% | Trim |
| 17 | VTIP | Vanguard Short-term Tips | -0.1% | -2.91% | Trim |
| 18 | DFSD | Dimensional Short Duration | -0.1% | -1.82% | Trim |
| 19 | DFIC | Dimensional International Co | -0.3% | -4.32% | Trim |
| 20 | DFAC | Dimensional US Core Equity 2 | -0.5% | +0.24% | Add |
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 Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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 Q1 2026.
Top Position Liquidated / Trimmed
DFIC
前期市值: $21.5M
During Q1 2026, New Dimensions Wealth Management, LLC's top holdings by market value included DFAC (24.2%)、DFIC (18.0%)、DFUV (11.4%). The largest single position, DFAC, represented 24.2% of total portfolio value.
In Q1 2026, New Dimensions Wealth Management, LLC made 15 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.