Instuitional Investor - New Dimensions Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | New Dimensions Wealth Management, Llc |
| Portfolio Value | $116,943,934 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 729,752 | $28,890,883 | 24.7% | |
| 2. | Dimensional Etf Trust | 623,402 | $21,482,432 | 18.37% | |
| 3. | Dimensional Etf Trust | 279,039 | $13,000,419 | 11.12% | |
| 4. | Dimensional Etf Trust | 364,199 | $12,047,692 | 10.3% | |
| 5. | Dimensional Etf Trust | 190,927 | $9,670,438 | 8.27% |