Data as of Q4 2025 (Dec 31, 2025)

New Dimensions Wealth Management, LLC

•CIK: 2068447•Filing: Q4 2025

**New Dimensions Wealth Management, LLC** manages $117M across a concentrated portfolio of 20 positions. The strategy exhibits a significant allocation to the DFAC complex, with the top holding, DFAC, representing $28.9M. Further concentration is evident in DFIC ($21.5M) and DFUV ($13.0M), suggesting a deep, thematic focus within specific sectors. This structure indicates a highly selective, conviction-driven approach to capital deployment.

Total AUM
$116.9M
QoQ Performance
+2.5%
Positions
5
Top 10 Concentration
94.2%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFIC
DFUV
DFEM
DUSB
DFIP
DFSD
DFAC24.7%
DFIC18.4%
DFUV11.1%
DFEM10.3%
DUSB8.3%
DFIP8.1%
DFSD5.4%
DFGR4.4%

📈 Biggest Buys

DFIP
DIMENSIONAL ETF TRUST
+5.3%
8.1% of portfolio
DFGR
DIMENSIONAL ETF TRUST
+6.9%
4.4% of portfolio
DUSB
DIMENSIONAL ETF TRUST
+3.1%
8.3% of portfolio
DFSD
DIMENSIONAL ETF TRUST
+4.1%
5.4% of portfolio
DFNM
DIMENSIONAL ETF TRUST
+14.5%
1.0% of portfolio

📉 Biggest Sells

DFIC
DIMENSIONAL ETF TRUST
-2.6%
18.4% of portfolio
DFAC
DIMENSIONAL ETF TRUST
-1.0%
24.7% of portfolio
DFUV
DIMENSIONAL ETF TRUST
-1.8%
11.1% of portfolio
DFEM
DIMENSIONAL ETF TRUST
-1.1%
10.3% of portfolio
DFIV
DIMENSIONAL ETF TRUST
-2.2%
1.0% of portfolio

Sector Breakdown

Other99.6%
Financial0.2%
Technology0.2%

Changes from Q3 2025

↑7 increased
↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025

📌 Top Holdings

DFAC24.7%
DIMENSIONAL ETF TRUST
$28.9M
DFIC18.4%
DIMENSIONAL ETF TRUST
$21.5M
DFUV11.1%
DIMENSIONAL ETF TRUST
$13.0M
DFEM10.3%
DIMENSIONAL ETF TRUST
$12.0M
DUSB8.3%
DIMENSIONAL ETF TRUST
$9.7M

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