New Dimensions Wealth Management, LLC — 13F holdings

New Dimensions Wealth Management, LLC reported 21 holdings worth $132M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. DIMENSIONAL ETF TRUST — $33.2M (25.1%)
2. DFIC DIMENSIONAL ETF TRUST — $23.3M (17.6%)
3. DFUV DIMENSIONAL ETF TRUST — $15.8M (11.9%)
4. DFEM DIMENSIONAL ETF TRUST — $13.9M (10.5%)
5. DFIP DIMENSIONAL ETF TRUST — $10.6M (8.0%)
6. DUSB DIMENSNL ULTRASHRT FIXED — $10.1M (7.7%)
7. DFSD DIMENSIONAL ETF TRUST — $6.62M (5.0%)
8. DFGR DIMENSIONAL ETF TRUST — $5.91M (4.5%)
9. VTIP VANGUARD MALVERN FDS — $2.65M (2.0%)
10. DFAX DIMENSIONAL ETF TRUST — $2.12M (1.6%)