SEC Form 13F

New Dimensions Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$132,389,191
Positions21

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$33,196,524748,344
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$23,300,037625,336
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$15,750,200286,315
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$13,909,944342,272
DIMENSIONAL ETF TRUSTDFIPINFLATION PROTE$10,591,874256,742
DIMENSIONAL ETF TRUSTDUSBULTR FIX INC ETF$10,143,184199,748
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$6,620,972138,659
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$5,907,937203,933
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$2,654,60452,849
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$2,120,19257,551

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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