New Dimensions Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2025
Location
Allen, TX
CIK
0002068447
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2025 20 114,137 DFAC, DFIC, DFUV, DFEM 13F-HR 11/4/2025 000206844725000008
Q2 2025 19 109,479 DFAC, DFIC, DFUV, DFEM 13F-HR 8/6/2025 000206844725000004
Q1 2025 19 100,038 DFAC, DFIC, DFUV, DFEM 13F-HR 5/15/2025 000206844725000002