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New Dimensions Wealth Management, LLC: DFIC position timeline

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

New Dimensions Wealth Management, LLC held 625,336 DFIC 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 625,336 shares
    Change vs previous 13F +28,848 shares

    17.6% of the 13F portfolio, value $23,300,037.

    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 596,488 shares
    Change vs previous 13F -26,914 shares

    18.03% of the 13F portfolio, value $21,193,223.

    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 623,402 shares
    Change vs previous 13F -16,349 shares

    18.37% of the 13F portfolio, value $21,482,432.

    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 639,751 shares
    Change vs previous 13F -31,260 shares

    18.38% of the 13F portfolio, value $20,977,430.

    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 671,011 shares
    Change vs previous 13F +4,072 shares

    18.93% of the 13F portfolio, value $20,720,444.

    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 666,939 shares
    Change vs previous 13F not available

    18.51% of the 13F portfolio, value $18,520,896.

    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).