New Dimensions Wealth Management, LLC
CIK 2068447 · Holdings on Jun 30, 2026 · First reported Aug 12, 2026
Top ten holdings
Q2 2026- DFAC25.07%
- DFIC17.60%
- DFUV11.90%
- DFEM10.51%
- DFIP8.00%
- DUSB7.66%
- DFSD5.00%
- DFGR4.46%
- VTIP2.01%
- DFAX1.60%
Share classes counted separately93.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight increased · +0.88 pp24.19% → 25.07%Shares +16.82K (+2.30%)
- DUSBWeight decreased · -0.87 pp8.53% → 7.66%Shares +1.99K (+1.01%)
- DFNMWeight increased · +0.51 pp1.05% → 1.56%Shares +17.03K (+66.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 21
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $33.20M | 25.07% | 748.34K shares | 24.19% → 25.07%+0.88 pp +16.82K (+2.30%) | Added | ▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $23.30M | 17.60% | 625.34K shares | 18.03% → 17.60%-0.43 pp +28.85K (+4.84%) | Added | ▾ |
| 03 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $15.75M | 11.90% | 286.31K shares | 11.44% → 11.90%+0.46 pp +8.79K (+3.17%) | Added | ▾ |
| 04 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $13.91M | 10.51% | 342.27K shares | 10.29% → 10.51%+0.22 pp -7.69K (-2.20%) | Reduced | ▾ |
| 05 | DFIPDIMENSIONAL INFLATION-PROTECINFLATION PROTE View history and evidence | $10.59M | 8.00% | 256.74K shares | 8.35% → 8.00%-0.35 pp +21.47K (+9.12%) | Added | ▾ |
| 06 | DUSBDIMENSION ULTRASHORT FI ETFULTR FIX INC ETF View history and evidence | $10.14M | 7.66% | 199.75K shares | 8.53% → 7.66%-0.87 pp +1.99K (+1.01%) | Added | ▾ |
| 07 | DFSDDIMENSIONAL SHORT DURATIONSHOR DUR FIX ETF View history and evidence | $6.62M | 5.00% | 138.66K shares | 5.25% → 5.00%-0.25 pp +9.85K (+7.65%) | Added | ▾ |
| 08 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $5.91M | 4.46% | 203.93K shares | 4.47% → 4.46%-0.01 pp +6.09K (+3.08%) | Added | ▾ |
| 09 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $2.65M | 2.01% | 52.85K shares | 1.96% → 2.01%+0.05 pp +6.64K (+14.36%) | Added | ▾ |
| 10 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $2.12M | 1.60% | 57.55K shares | 1.66% → 1.60%-0.06 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2068447 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 132389191
}Take these holdings further.
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