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New Dimensions Wealth Management, LLC: DFUV position timeline

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

New Dimensions Wealth Management, LLC held 286,315 DFUV 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 286,315 shares
    Change vs previous 13F +8,785 shares

    11.9% of the 13F portfolio, value $15,750,200.

    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 277,530 shares
    Change vs previous 13F -1,509 shares

    11.44% of the 13F portfolio, value $13,449,100.

    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 279,039 shares
    Change vs previous 13F -5,193 shares

    11.12% of the 13F portfolio, value $13,000,419.

    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 284,232 shares
    Change vs previous 13F +4,553 shares

    11.13% of the 13F portfolio, value $12,702,350.

    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 279,679 shares
    Change vs previous 13F +1,449 shares

    10.9% of the 13F portfolio, value $11,928,029.

    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 278,230 shares
    Change vs previous 13F not available

    11.46% of the 13F portfolio, value $11,465,870.

    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).