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New Dimensions Wealth Management, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Dimensions Wealth Management, LLC on DFAC, newest first. How the timeline and the estimate are built.

New Dimensions Wealth Management, LLC held 748,344 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 748,344 shares
    Change vs previous 13F +16,821 shares

    25.07% of the 13F portfolio, value $33,196,524.

    13F-HR 0002068447-26-000006 filed by New Dimensions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 731,523 shares
    Change vs previous 13F +1,771 shares

    24.19% of the 13F portfolio, value $28,426,973.

    13F-HR 0002068447-26-000004 filed by New Dimensions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 729,752 shares
    Change vs previous 13F -7,741 shares

    24.7% of the 13F portfolio, value $28,890,883.

    13F-HR 0002068447-26-000002 filed by New Dimensions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 737,493 shares
    Change vs previous 13F -7,099 shares

    24.92% of the 13F portfolio, value $28,445,121.

    13F-HR 0002068447-25-000008 filed by New Dimensions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 744,592 shares
    Change vs previous 13F +44,477 shares

    24.41% of the 13F portfolio, value $26,719,182.

    13F-HR 0002068447-25-000004 filed by New Dimensions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 700,115 shares
    Change vs previous 13F not available

    23.09% of the 13F portfolio, value $23,096,804.

    13F-HR 0002068447-25-000002 filed by New Dimensions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).