Holdings of New Dimensions Wealth Management, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 14 in 1 countries
- Top ten
- 98.6 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 731,523 | 28.4M $ | |
| 2 | Dimensional International Core | 596,488 | 21.2M $ | |
| 3 | DFA Dimensional US Marketwide Value ETF | 277,530 | 13.4M $ | |
| 4 | Dimensional Inflation-Protecte | 235,276 | 9.8M $ | |
| 5 | Vanguard Malvern Funds | 46,212 | 2.3M $ | |
| 6 | Dimensional U S Targeted Value ETF | 30,451 | 1.9M $ | |
| 7 | DFA Dimensional National Municipal Bond ETF | 25,731 | 1.2M $ | |
| 8 | Dimensional International Value ETF | 22,891 | 1.2M $ | |
| 9 | Dimensional ETF Trust | 6,860 | 486.5K $ | |
| 10 | Avantis International Equity ETF | 5,547 | 470.6K $ | |
| 11 | Dimensional International Smal | 13,272 | 446.9K $ | |
| 12 | Dimensional International Smal | 6,868 | 270.9K $ | |
| 13 | Berkshire Hathaway Inc | 481 | 230.5K $ | |
| 14 | Apple Inc | 824 | 209K $ |
Sector breakdown
- Financials 0.3 %
- Technology 0.3 %
- Unattributed 99.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 14 | 81.7M $ | 100.00 % |
Cite this page
Titelia. "Holdings of New Dimensions Wealth Management, LLC". https://titelia.com/en/funds/US13F2068447