StockDriftsStockDriftsTop 20 New Dimensions Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 24.19% | 731.5K | $28.4M | +0.24%(+1.77K) | $33.83(+27.03%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 18.03% | 596.5K | $21.2M | -4.32%(-26.91K) | $26.82(+39.37%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 11.44% | 277.5K | $13.4M | -0.54%(-1.51K) | $41.11(+26.84%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 10.29% | 350.0K | $12.1M | -3.91%(-14.23K) | $26.36(+48.65%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 8.53% | 197.8K | $10.0M | +3.58%(+6.83K) | $50.67(+0.34%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 8.35% | 235.3K | $9.8M | +3.69%(+8.38K) | $41.40(+1.34%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.25% | 128.8K | $6.2M | -1.82%(-2.39K) | $47.26(+1.04%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 4.47% | 197.8K | $5.3M | +2.12%(+4.10K) | $26.03(+8.52%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 1.96% | 46.2K | $2.3M | -2.91%(-1.39K) | $49.16(+2.48%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 1.66% | 57.6K | $2.0M | +0.00%(+0) | $25.53(+43.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.72% | +54.95% |
| Top 20 Holdings Unweighted | +14.28% | +49.26% |
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