New Dimensions Wealth Management, LLC: 13F holdings
CIK 20684472026Q2
| Positions | 21 |
|---|
| Reported value | $132.4m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 21 (+1 vs prior quarter) |
|---|
| Reported value | $132.4m (+12.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 748,344 | $33.2m | 25.1% |
| DFIC DIMENSIONAL ETF TRUST | 625,336 | $23.3m | 17.6% |
| YM=F DIMENSIONAL ETF TRUST | 286,315 | $15.8m | 11.9% |
| DFEM DIMENSIONAL ETF TRUST | 342,272 | $13.9m | 10.5% |
| DFIP DIMENSIONAL ETF TRUST | 256,742 | $10.6m | 8.0% |
| DUSB DIMENSIONAL ETF TRUST | 199,748 | $10.1m | 7.7% |
| DFSD DIMENSIONAL ETF TRUST | 138,659 | $6.6m | 5.0% |
| DFGR DIMENSIONAL ETF TRUST | 203,933 | $5.9m | 4.5% |
| VTIP VANGUARD MALVERN FDS | 52,849 | $2.7m | 2.0% |
| DFAX DIMENSIONAL ETF TRUST | 57,551 | $2.1m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2068447")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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