SEC Form 13F

New Dimensions Wealth Management, LLC 13F Holdings

Inspect New Dimensions Wealth Management, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-13T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-13
Reported value
$132,389,191
Positions
21

Read this manager's filing book

Step 1 of 3

Disclosed positions

New Dimensions Wealth Management, LLC: source evidence dated 2026-08-13T03:59:59.999Z.

Issuer
DIMENSIONAL ETF TRUST
Ticker
DFAC
Class
US COR EQU 2 ETF
Reported value
$33,196,524
Reported amount
748,344
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002068447-26-000006
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions

Scroll sideways to compare all columns. Select a heading to sort.

DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$33,196,524748,344SHNone
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$23,300,037625,336SHNone
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$15,750,200286,315SHNone
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$13,909,944342,272SHNone
DIMENSIONAL ETF TRUSTDFIPINFLATION PROTE$10,591,874256,742SHNone
DIMENSIONAL ETF TRUSTDUSBULTR FIX INC ETF$10,143,184199,748SHNone
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$6,620,972138,659SHNone
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$5,907,937203,933SHNone
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$2,654,60452,849SHNone
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$2,120,19257,551SHNone
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$2,067,00742,764SHNone
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$2,021,76228,924SHNone
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$1,211,99422,436SHNone
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$562,1276,860SHNone
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$487,4745,465SHNone
DIMENSIONAL ETF TRUSTDFISINTL SMALL CAP E$452,56212,919SHNone
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$413,9878,009SHNone
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$275,6026,868SHNone
APPLE INCAAPLCOM$251,182868SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$240,688481SHNone
BROADCOM INCAVGOCOM$209,338554SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.