New Dimensions Wealth Management, LLC Portfolio Holdings by Sector
New Dimensions Wealth Management, LLC
- $114 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFIC DFUV DFEM DFIP DFSD VTIP DFAT 15 stocks |
$97.5 Million
99.53% of portfolio
|
4
|
7
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$241,818
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$223,074
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|