13F-HR filed by New Dimensions Wealth Management, LLC
New Dimensions Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 19 holding rows worth $100,038,604.
- Accession
- 0002068447-25-000002
- Filer
- CIK 2068447
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 19 entries on the cover page, a total value of $100,038,604 stated on the cover page (in dollars after the unit check, H1), rows summing to $100,038,604 with VALUE read as dollars as filed, 13F file number 028-25594. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 700,115 | $23,096,804 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 666,939 | $18,520,896 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 278,230 | $11,465,870 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 383,760 | $10,154,280 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 177,460 | $9,002,537 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V856 | INFLATION PROTE | 196,631 | $8,280,337 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 121,914 | $5,793,362 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 168,404 | $4,422,279 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 49,352 | $2,462,654 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 59,313 | $1,554,012 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 27,362 | $1,408,862 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 26,150 | $1,029,257 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 18,160 | $863,874 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V773 | INTL SMALL CAP E | 17,022 | $439,858 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 6,907 | $417,715 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 5,396 | $357,593 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 8,009 | $307,867 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 481 | $256,171 | dollars as filed | |
| Apple Inc | 037833100 | COM | 920 | $204,376 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002068447-25-000002 | this filing | 2025-05-15 | acceptance time not in the bulk data set |