The Analysis of New Dimensions Wealth Management, LLC's Holdings
Currently, New Dimensions Wealth Management, LLC holds 20 types of securities in its portfolio with a total value $116.9M. In the most recent quarter, they have increased their positions in DFIP (+11.4K shares, valued at $474.4K), DFGR (+12.5K shares, valued at $329.0K), DUSB (+5.7K shares, valued at $289.3K); decreased their positions in DFIC (-16.3K shares, valued at $563.4K), DFAC (-7.7K shares, valued at $306.5K), DFUV (-5.2K shares, valued at $241.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST729.8K shares-1.05%2025-12-312026-02-03
DFIC DIMENSIONAL ETF TRUST623.4K shares-2.56%2025-12-312026-02-03 DFUV DIMENSIONAL ETF TRUST279.0K shares-1.83%2025-12-312026-02-03 DFEM DIMENSIONAL ETF TRUST364.2K shares-1.15%2025-12-312026-02-03 DUSB DIMENSIONAL ETF TRUST190.9K shares3.08%2025-12-312026-02-03 DFIP DIMENSIONAL ETF TRUST226.9K shares5.30%2025-12-312026-02-03 DFSD DIMENSIONAL ETF TRUST131.2K shares4.14%2025-12-312026-02-03 DFGR DIMENSIONAL ETF TRUST193.7K shares6.87%2025-12-312026-02-03 VTIP VANGUARD MALVERN FDS47.6K shares-0.84%2025-12-312026-02-03 DFAX DIMENSIONAL ETF TRUST57.6K shares0.00%2025-12-312026-02-03 DFAT DIMENSIONAL ETF TRUST30.5K shares-1.12%2025-12-312026-02-03 DFNM DIMENSIONAL ETF TRUST25.1K shares14.48%2025-12-312026-02-03 DFIV DIMENSIONAL ETF TRUST24.2K shares-2.22%2025-12-312026-02-03 DFUS DIMENSIONAL ETF TRUST6.9K shares0.00%2025-12-312026-02-03 DFIS DIMENSIONAL ETF TRUST13.9K shares0.25%2025-12-312026-02-03 AVDE AMERICAN CENTY ETF TR5.5K shares2.80%2025-12-312026-02-03 DFAU DIMENSIONAL ETF TRUST8.0K shares0.00%2025-12-312026-02-03 DISV DIMENSIONAL ETF TRUST6.9K shares0.00%2025-12-312026-02-03 AAPL APPLE INC863 shares-1.48%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available