New Dimensions Wealth Management, LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Lance Alston - President
Location
Allen, TX
Holdings as of
31 Mar 2025
Value $
$100,038,604
Num holdings
19
Filing time
15 May 2025, 12:27:02 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included DFAC, DFIC, DFUV, DFEM, and DUSB.
Next filing
Q2 2025 - 06 Aug 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lance Alston President Allen, Texas 15 May 2025