New Dimensions Wealth Management, LLC holds a concentrated book of 20 stocks worth $117.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Dimensional International Co. Their largest long position is Dimensional US Core Equity 2 at 24% of the equity book.
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Use Arkolith to show New Dimensions Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQUITY 2 | $28.4M | 731.5K | 24.2% | ▲+0.2% Added · +2K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $21.2M | 596.5K | 18.0% | ▼−4.3% Reduced · −27K sh | |
| 3 | Dimensional ETF Trust US MKTWIDE VALUE | $13.4M | 277.5K | 11.4% | ▼−0.5% Reduced · −2K sh | |
| 4 | Dimensional ETF Trust EMERGING MKTS CO | $12.1M | 350.0K | 10.3% | ▼−3.9% Reduced · −14K sh | |
| 5 | Dimensional ETF Trust ULTRASHORT FIXED | $10.0M | 197.8K | 8.5% | ▲+3.6% Added · +7K sh | |
| 6 | Dimensional ETF Trust INFLATION PROTE | $9.8M | 235.3K | 8.4% | ▲+3.7% Added · +8K sh | |
| 7 | Dimensional ETF Trust SHORT DURATION F | $6.2M | 128.8K | 5.2% | ▼−1.8% Reduced · −2K sh | |
| 8 | Dimensional ETF Trust GLOBAL REAL EST | $5.3M | 197.8K | 4.5% | ▲+2.1% Added · +4K sh | |
| 9 | Vanguard Malvern FDS STRM INFPROIDX | $2.3M | 46.2K | 2.0% | ▼−2.9% Reduced · −1K sh | |
| 10 | Dimensional ETF Trust WORLD EX US CORE | $2.0M | 57.6K | 1.7% | —Held | |
| 11 | Dimensional ETF Trust US TARGETED VLU | $1.9M | 30.5K | 1.6% | ▼−0.3% Reduced · −79 sh | |
| 12 | Dimensional ETF Trust NATL MUN BD ETF | $1.2M | 25.7K | 1.0% | ▲+2.3% Added · +584 sh | |
| 13 | Dimensional ETF Trust INTERNATNAL VAL | $1.2M | 22.9K | 1.0% | ▼−5.5% Reduced · −1K sh | |
| 14 | Dimensional ETF Trust US EQUITY MARKET | $486K | 6.9K | 0.4% | ▼−0.7% Reduced · −48 sh | |
| 15 | American Centy ETF TR INTL EQT ETF | $471K | 5.5K | 0.4% | —Held | |
| 16 | Dimensional ETF Trust INTL SMALL CAP E | $447K | 13.3K | 0.4% | ▼−4.3% Reduced · −592 sh | |
| 17 | Dimensional ETF Trust US CORE EQT MKT | $361K | 8.0K | 0.3% | —Held | |
| 18 | Dimensional ETF Trust INTL SMALL CAP V | $271K | 6.9K | 0.2% | —Held | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $230K | 481 | 0.2% | —Held | |
| 20 | Apple Inc COM | $209K | 824 | 0.2% | ▼−4.5% Reduced · −39 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.