New Dimensions Wealth Management, LLC 13F 持仓 · 2026年Q2
New Dimensions Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 1.32 亿美元。前几大持仓：DFAC（25.07%）、DFIC（17.60%）、DFUV（11.90%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $33.2M | 25.07% | 748,344 | 增持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $23.3M | 17.60% | 625,336 | 增持 |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $15.8M | 11.90% | 286,315 | 增持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $13.9M | 10.51% | 342,272 | 减持 |
| 5 | DFIP | DIMENSIONAL ETF TRUST | $10.6M | 8.00% | 256,742 | 增持 |
| 6 | DUSB | DIMENSIONAL ETF TRUST | $10.1M | 7.66% | 199,748 | 增持 |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $6.6M | 5.00% | 138,659 | 增持 |
| 8 | DFGR | DIMENSIONAL ETF TRUST | $5.9M | 4.46% | 203,933 | 增持 |
| 9 | VTIP | VANGUARD MALVERN FDS | $2.7M | 2.01% | 52,849 | 增持 |
| 10 | DFAX | DIMENSIONAL ETF TRUST | $2.1M | 1.60% | 57,551 | 持平 |
| 11 | DFNM | DIMENSIONAL ETF TRUST | $2.1M | 1.56% | 42,764 | 增持 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $2.0M | 1.53% | 28,924 | 减持 |
| 13 | DFIV | DIMENSIONAL ETF TRUST | $1.2M | 0.92% | 22,436 | 减持 |
| 14 | DFUS | DIMENSIONAL ETF TRUST | $562,127 | 0.42% | 6,860 | 持平 |
| 15 | AVDE | AMERICAN CENTY ETF TR | $487,474 | 0.37% | 5,465 | 减持 |
| 16 | DFIS | DIMENSIONAL ETF TRUST | $452,562 | 0.34% | 12,919 | 减持 |
| 17 | DFAU | DIMENSIONAL ETF TRUST | $413,987 | 0.31% | 8,009 | 持平 |
| 18 | DISV | DIMENSIONAL ETF TRUST | $275,602 | 0.21% | 6,868 | 持平 |
| 19 | AAPL | APPLE INC | $251,182 | 0.19% | 868 | 增持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $240,688 | 0.18% | 481 | 持平 |
| 21 | AVGO | BROADCOM INC | $209,338 | 0.16% | 554 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR