Instuitional Investor - New Dimensions Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | New Dimensions Wealth Management, Llc |
| Portfolio Value | $100,038,604 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 700,115 | $23,096,804 | 23.09% | |
| 2. | Dimensional Etf Trust | 666,939 | $18,520,896 | 18.51% | |
| 3. | Dimensional Etf Trust | 278,230 | $11,465,870 | 11.46% | |
| 4. | Dimensional Etf Trust | 383,760 | $10,154,280 | 10.15% | |
| 5. | Dimensional Etf Trust | 177,460 | $9,002,537 | 9% |
