New Dimensions Wealth Management, LLC Portfolio Holdings

New Dimensions Wealth Management, LLC

  • $114 Billion
  • Q3 2025

New Dimensions Wealth Management, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $28.4B, Dimensional ETF Tr Dimensional with a value of $21B, Dimensional ETF Tr Us Marketwi with a value of $12.7B, Dimensional ETF Tr Emerging Mk with a value of $11.8B, and Dimensional ETF Trust with a value of $9.41B.

Examining the 13F form we can see an increase of $4.66B in the current position value, from $109B to 114B.

New Dimensions Wealth Management, LLC is based out at Allen, TX

Below you can find more details about New Dimensions Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $97.5 Billion
Financial Services: $242 Million
Technology: $223 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.4 Billion 24.92% of portfolio
737,493
Q3 2025 Reduced 0.95%
$0
$21 Billion 18.38% of portfolio
639,751
Q3 2025 Reduced 4.66%
$0
$12.7 Billion 11.13% of portfolio
284,232
Q3 2025 Added 1.63%
$0
$11.8 Billion 10.35% of portfolio
368,430
Q3 2025 Reduced 5.67%
Dimensional ETF Trust
-
$9.41 Billion 8.24% of portfolio
-
Q3 2025 Added 1.1%
$0
$9.1 Billion 7.97% of portfolio
215,480
Q3 2025 Added 6.57%
$0
$6.07 Billion 5.32% of portfolio
125,985
Q3 2025 Added 1.75%
Dimensional ETF Trust
-
$4.95 Billion 4.34% of portfolio
-
Q3 2025 Added 4.06%
$0
$2.43 Billion 2.13% of portfolio
48,002
Q3 2025 Reduced 2.1%
$0
$1.81 Billion 1.58% of portfolio
57,551
Q3 2025 Reduced 1.73%
$0
$1.8 Billion 1.57% of portfolio
30,875
Q3 2025 Reduced 0.22%
$0
$1.14 Billion 1.0% of portfolio
24,778
Q3 2025 Reduced 11.29%
$0
$1.05 Billion 0.92% of portfolio
21,966
Q3 2025 Added 22.87%
$0
$500 Million 0.44% of portfolio
6,908
Q2 2025 Added 0.01%
$0
$437 Million 0.38% of portfolio
13,829
Q3 2025 Reduced 19.71%
$0
$426 Million 0.37% of portfolio
5,396
Q1 2025 New
$0
$245 Million 0.21% of portfolio
6,868
Q2 2025 New
$662B
$242 Million 0.21% of portfolio
481
Q1 2025 New
$4.3T
$223 Million 0.2% of portfolio
876
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $114 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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