New Dimensions Wealth Management, LLC Portfolio Holdings

New Dimensions Wealth Management, LLC

  • $100 Billion
  • Q1 2025

New Dimensions Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 19 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 $23.1B, Dimensional ETF Tr Dimensional with a value of $18.5B, Dimensional ETF Tr Us Marketwi with a value of $11.5B, Dimensional ETF Tr Emerging Mk with a value of $10.2B, and Dimensional ETF Trust with a value of $9B.

Examining the 13F form we can see an increase of $100B in the current position value.

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 $100 Billion
ETFs: $84.6 Billion
Financial Services: $256 Million
Technology: $204 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $100 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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