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New Dimensions Wealth Management, LLC
Q3 2026 13F filing
Updated 3 days ago21 disclosed positions worth $139.3M
Portfolio value
$139.3M
Total holdings
21
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-02
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $34.5M | 776.3K | 24.78% | — |
| 2 | H DIMENSIONAL ETF TRUST | $24.6M | 653.6K | 17.65% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $15.9M | 289.8K | 11.45% | — |
| 4 | S DIMENSIONAL ETF TRUST | $14.1M | 355.3K | 10.14% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $10.7M | 211.4K | 7.67% | — |
| 6 | N DIMENSIONAL ETF TRUST | $10.6M | 270.8K | 7.60% | — |
| 7 | R DIMENSIONAL ETF TRUST | $6.9M | 147.9K | 4.94% | — |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $5.8M | 215.2K | 4.18% | — |
| 9 | H DIMENSIONAL ETF TRUST | $3M | 74.6K | 2.15% | — |
| 10 | V VANGUARD MALVERN FDS | $2.9M | 59.0K | 2.08% | — |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $2.2M | 48.6K | 1.61% | — |
| 12 | D DIMENSIONAL ETF TRUST | $2.1M | 57.6K | 1.53% | — |
| 13 | A DIMENSIONAL ETF TRUST | $1.9M | 28.5K | 1.36% | — |
| 14 | M DIMENSIONAL ETF TRUST | $1.2M | 22.1K | 0.89% | — |
| 15 | R DIMENSIONAL ETF TRUST | $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 | A APPLE INC | $279K | 837 | 0.20% | — |
| 21 | B BERKSHIRE HATHAWAY INC DEL | $240K | 481 | 0.17% | — |