Instuitional Investor - New Dimensions Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | New Dimensions Wealth Management, Llc |
| Portfolio Value | $109,479,517 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 744,592 | $26,719,182 | 24.41% | |
| 2. | Dimensional Etf Trust | 671,011 | $20,720,444 | 18.93% | |
| 3. | Dimensional Etf Trust | 279,679 | $11,928,029 | 10.9% | |
| 4. | Dimensional Etf Trust | 390,571 | $11,576,629 | 10.57% | |
| 5. | Dimensional Etf Trust | 183,205 | $9,326,667 | 8.52% |
