New Dimensions Wealth Management, LLC

Est. AUM

$117.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$28.4M	731523	24.19%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$21.2M	596488	18.03%	SOLE
3	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$13.4M	277530	11.44%	SOLE
4	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$12.1M	349966	10.29%	SOLE
5	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$10.0M	197755	8.53%	SOLE
6	DIMENSIONAL ETF TRUST	INFLATION PROTE	$9.8M	235276	8.35%	SOLE
7	DIMENSIONAL ETF TRUST	SHORT DURATION F	$6.2M	128809	5.25%	SOLE
8	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5.3M	197838	4.48%	SOLE
9	VANGUARD MALVERN FDS	STRM INFPROIDX	$2.3M	46212	1.96%	SOLE
10	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.0M	57551	1.66%	SOLE
11	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.9M	30451	1.62%	SOLE
12	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.2M	25731	1.05%	SOLE
13	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	22891	1.03%	SOLE
14	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$486K	6860	0.41%	SOLE
15	AMERICAN CENTY ETF TR	INTL EQT ETF	$471K	5547	0.40%	SOLE
16	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$447K	13272	0.38%	SOLE
17	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$361K	8009	0.31%	SOLE
18	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$271K	6868	0.23%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$230K	481	0.20%	SOLE
20	APPLE INC	COM	$209K	824	0.18%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.