§ 13F · FUND PROFILE
New Dimensions Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $109.5T (13F)Positions · 19Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 730K | $28.9T | 24.7% | −1% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 623K | $21.5T | 18.4% | −3% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 279K | $13.0T | 11.1% | −2% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 364K | $12.0T | 10.3% | −1% |
| 5 | DUSB | DIMENSIONAL ETF TRUST | 191K | $9.7T | 8.3% | +3% |
| 6 | DFIP | DIMENSIONAL ETF TRUST | 227K | $9.4T | 8.1% | +5% |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 131K | $6.3T | 5.4% | +4% |
| 8 | DFGR | DIMENSIONAL ETF TRUST | 194K | $5.1T | 4.4% | +7% |
| 9 | VTIP | VANGUARD MALVERN FDS | 48K | $2.4T | 2.0% | −1% |
| 10 | DFAX | DIMENSIONAL ETF TRUST | 58K | $1.9T | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEW SIGNAL
AC read
New Dimensions Wealth Management, LLC is a Other fund managing $109479.5 trillion in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed