New Dimensions Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reveals that the firm manages a total of 21 distinct equity positions.
The largest holding disclosed in the portfolio is Dimensional ETF Trust’s US Core Equity 2 ETF, which the firm holds 776,347 shares. This position is followed by Dimensional ETF Trust’s International Core Equity ETF, with 653,635 shares, and Dimensional ETF Trust’s Emerging Markets Co ETF, with 355,331 shares. Other significant positions include Dimensional ETF Trust’s US Marketwide Value ETF (289,789 shares), Dimensional ETF Trust’s Short Duration Fixed ETF (147,938 shares), and Dimensional ETF Trust’s Ultra Fixed Income ETF (211,440 shares).
The portfolio also includes several other Dimensional ETF Trust funds, such as the Inflation Protection ETF (270,782 shares), the Global Real Estate ETF (215,229 shares), and the Core Fixed Income ETF (74,551 shares). Additionally, the filing lists a position in Vanguard Malvern Funds Stream Inflation Protection Index Fund with 58,973 shares. The only individual stock listed in the portfolio is Apple Inc., with 837 shares.
The filing indicates that all positions are held solely by the firm, with no shared voting or investment power for any of the disclosed securities.
