New Dimensions Wealth Management, LLC Portfolio Holdings by Sector
New Dimensions Wealth Management, LLC
- $100 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFIC DFUV DFEM DFIP DFSD VTIP DFAT 14 stocks |
$84.6 Million
99.46% of portfolio
|
14
|
- |
14
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$256,171
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$204,376
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|