New Dimensions Wealth Management
New Dimensions Wealth Management reported 21 stocks worth $139M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are Dimensional ETF Trust (24.8%), DFIC (17.6%) and DFUV (11.4%). Compared with Q2 2026, the fund opened new positions in DFCF, added to DFIC, DFUV and DFEM, trimmed DFIV and AAPL and sold out of AVGO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $34.5M | 24.8% | 776K | +28K (+4%) | 7 of 7 | |
| 2 |  DFIC Dimensional Intern Core | $24.6M | 17.6% | 654K | +28K (+5%) | 7 of 7 | |
| 3 |  DFUV Dimensional US Marketwide Value ETF | $15.9M | 11.4% | 290K | +3,474 (+1%) | 7 of 7 | |
| 4 |  DFEM Dimensional ETF Trust | $14.1M | 10.1% | 355K | +13K (+4%) | 7 of 7 | |
| 5 |  DUSB Dimensnl Ultrashrt Fixed | $10.7M | 7.7% | 211K | +12K (+6%) | 7 of 7 | |
| 6 |  DFIP Dimensional Infltn Prtd | $10.6M | 7.6% | 271K | +14K (+5%) | 7 of 7 | |
| 7 |  DFSD Dimensional Shrt Drt Fxd | $6.9M | 4.9% | 148K | +9,279 (+7%) | 7 of 7 | |
| 8 |  DFGR Dimensional ETF Trust | $5.8M | 4.2% | 215K | +11K (+6%) | 7 of 7 | |
| 9 |  DFCF Dimensional Core Fixed | $3M | 2.1% | 75K | New position | 1 of 7 | |
| 10 |  VTIP Vanguard Shrt Inf Prot | $2.9M | 2.1% | 59K | +6,124 (+12%) | 7 of 7 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AVGO Broadcom Inc | $209K | 554 |
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →New Dimensions Wealth Management 13F FAQ
What does New Dimensions Wealth Management own?
New Dimensions Wealth Management reported 21 stocks worth $139M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are Dimensional ETF Trust (24.8%), DFIC (17.6%) and DFUV (11.4%). The table above lists every position in the filing (the top 10 without an account).
What did New Dimensions Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 11 added to, 3 trimmed and 1 sold out. New positions include DFCF. It sold all of AVGO.
When will New Dimensions Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is New Dimensions Wealth Management's portfolio worth?
The Q3 2026 filing reports $139M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.