13F Filings History of New Dimensions Wealth Management, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$116,943,934
Signature - Title
Richard Lance Alston - Richard Lance Alston
Location
Allen, TX
Summary
This page shows a list of all the recent 13F filings made by New Dimensions Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New Dimensions Wealth Management, LLC reported 20 stock holdings with total value $116,943,934 as of Q4 2025. Top holdings included DFAC, DFIC, DFUV, DFEM, and DUSB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 20 $116,943,934 +$1,509,516 -$1,323,209 +$186,307 DFAC, DFIC, DFUV, DFEM, DUSB 13F-HR 03 Feb 2026, 13:01
Q3 2025 20 $114,137,777 +$1,583,297 -$2,349,680 -$766,383 DFAC, DFIC, DFUV, DFEM, DUSB 13F-HR 04 Nov 2025, 16:55
Q2 2025 19 $109,479,517 +$3,261,703 -$255,859 +$3,005,844 DFAC, DFIC, DFUV, DFEM, DUSB 13F-HR 06 Aug 2025, 12:58
Q1 2025 19 $100,038,604 $0 $0 $0 DFAC, DFIC, DFUV, DFEM, DUSB 13F-HR 15 May 2025, 12:27