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| Name: |
New Dimensions Wealth Management LLC |
| City: |
ALLEN |
| State: |
TX |
| Zip: |
75013 |
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data |
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| Holdings
Found :
19 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAC |
Dimensional U S Core Equity... |
1 |
- |
$36.38 |
$23,097,000 |
700,115 |
23.09% |
0 |
0 |
0.078 |
N/A |
|
|
DFIC |
Dfa Dimensional Internation... |
2 |
- |
$0.00 |
$18,521,000 |
666,939 |
18.51% |
0 |
0 |
0.074 |
N/A |
|
|
DFUV |
DFA Dimensional Us Marketwi... |
3 |
- |
$42.91 |
$11,466,000 |
278,230 |
11.46% |
0 |
0 |
0.031 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
4 |
- |
$0.00 |
$10,154,000 |
383,760 |
10.15% |
0 |
0 |
0.037 |
N/A |
|
|
DUSB |
Dimensional Ultrashort Fixe... |
5 |
- |
$0.00 |
$9,003,000 |
177,460 |
9% |
0 |
0 |
1.972 |
N/A |
|
|
DFIP |
Dfa Dimensional Inflation-p... |
6 |
- |
$0.00 |
$8,280,000 |
196,631 |
8.28% |
0 |
0 |
0.218 |
N/A |
|
|
DFSD |
Dfa Dimensional Short-durat... |
7 |
- |
$0.00 |
$5,793,000 |
121,914 |
5.79% |
0 |
0 |
0.135 |
N/A |
|
|
DFGR |
Dfa Dimensional Global Real... |
8 |
- |
$0.00 |
$4,422,000 |
168,404 |
4.42% |
0 |
0 |
0.187 |
N/A |
|
|
VTIP |
Vanguard Short Term Inflati... |
9 |
- |
$49.92 |
$2,463,000 |
49,352 |
2.46% |
0 |
0 |
0.003 |
N/A |
|
|
DFAX |
Dimensional Funds plc - Wor... |
10 |
- |
$29.47 |
$1,554,000 |
59,313 |
1.55% |
0 |
0 |
0.007 |
N/A |
|
|
DFAT |
Dimensional U S Targeted Va... |
11 |
- |
$56.06 |
$1,409,000 |
27,362 |
1.41% |
0 |
0 |
0.003 |
N/A |
|
|
DFIV |
Dimensional International V... |
12 |
- |
$43.19 |
$1,029,000 |
26,150 |
1.03% |
0 |
0 |
0.003 |
N/A |
|
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DFNM |
Dfa Dimensional National Mu... |
13 |
- |
$0.00 |
$864,000 |
18,160 |
0.86% |
0 |
0 |
0.011 |
N/A |
|
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DFIS |
Dfa Dimensional Internation... |
14 |
- |
$0.00 |
$440,000 |
17,022 |
0.44% |
0 |
0 |
0.019 |
N/A |
|
|
DFUS |
Dimensional U S Equity Etf |
15 |
- |
$67.67 |
$418,000 |
6,907 |
0.42% |
0 |
0 |
0.001 |
N/A |
|
|
AVDE |
Avantis International Equit... |
16 |
- |
$73.97 |
$358,000 |
5,396 |
0.36% |
0 |
0 |
0.006 |
N/A |
|
|
DFAU |
Dfa Dimensional Us Core Equ... |
17 |
- |
$0.00 |
$308,000 |
8,009 |
0.31% |
0 |
0 |
0.001 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
18 |
- |
$475.86 |
$256,000 |
481 |
0.26% |
0 |
0 |
0 |
Property & Casualty I... |
|
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AAPL |
Apple Inc |
19 |
- |
$211.16 |
$204,000 |
920 |
0.2% |
0 |
0 |
0 |
Personal Computers |
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