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New Dimensions Wealth Management, LLC
Updated 3 days agoManaged by New Dimensions Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$139.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $114.1M |
| Q4 2025 | $116.9M |
| Q1 2026 | $117.5M |
| Q2 2026 | $132.4M |
| Q3 2026 | $139.3M |
Top holdings
21 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $34.5M | 776.3K | 24.78% | — |
| 2 | $24.6M | 653.6K | 17.65% | — | |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $15.9M | 289.8K | 11.45% | — |
| 4 | $14.1M | 355.3K | 10.14% | — | |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $10.7M | 211.4K | 7.67% | — |
| 6 | $10.6M | 270.8K | 7.60% | — | |
| 7 | $6.9M | 147.9K | 4.94% | — | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $5.8M | 215.2K | 4.18% | — |
| 9 | $3M | 74.6K | 2.15% | — | |
| 10 | $2.9M | 59.0K | 2.08% | — | |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $2.2M | 48.6K | 1.61% | — |
| 12 | $2.1M | 57.6K | 1.53% | — | |
| 13 | $1.9M | 28.5K | 1.36% | — | |
| 14 | $1.2M | 22.1K | 0.89% | — | |
| 15 | $570K | 6.9K | 0.41% | — | |
| 16 | ? N/A AMERICAN CENTY ETF TR | $492K | 5.5K | 0.35% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $469K | 13.0K | 0.34% | — |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $419K | 8.0K | 0.30% | — |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $297K | 6.9K | 0.21% | — |
| 20 | $279K | 837 | 0.20% | — |