Instuitional Investor - New Dimensions Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | New Dimensions Wealth Management, Llc |
| Portfolio Value | $117,512,628 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 731,523 | $28,426,973 | 24.19% | |
| 2. | Dimensional Etf Trust | 596,488 | $21,193,223 | 18.03% | |
| 3. | Dimensional Etf Trust | 277,530 | $13,449,100 | 11.44% | |
| 4. | Dimensional Etf Trust | 349,966 | $12,091,339 | 10.29% | |
| 5. | Dimensional Etf Trust | 197,755 | $10,028,167 | 8.53% |
Hedge Fund Resource Center 
