New Dimensions Wealth Management, LLC
ALLEN TX · SEC CIK 0002068447
$1.18亿2026Q1 申报市值
20持仓数
94.2%前十大占比 · 第一大 24.2%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFIP 加仓+$34.96万
DUSB 加仓+$34.62万
DFGR 加仓+$10.90万
DIMENSIONAL ETF 加仓+$6.88万
DFNM 加仓+$2.80万
2026Q1 卖出最多 按季末市值估算
DFIC 减仓-$95.63万
DFEM 减仓-$49.18万
DFSD 减仓-$11.44万
DFUV 减仓-$7.31万
DFIV 减仓-$7.06万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $20.90万 | 0.18% | 824 | -39 | -4.5% | -$9,894 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.05万 | 0.20% | 481 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $27.09万 | 0.23% | 6,868 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $36.14万 | 0.31% | 8,009 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $44.69万 | 0.38% | 13,272 | -592 | -4.3% | -$1.99万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $47.06万 | 0.40% | 5,547 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $48.65万 | 0.41% | 6,860 | -48 | -0.7% | -$3,404 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $120.82万 | 1.03% | 22,891 | -1,337 | -5.5% | -$7.06万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $123.33万 | 1.05% | 25,731 | 584 | 2.3% | $2.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $190.17万 | 1.62% | 30,451 | -79 | -0.3% | -$4,934 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $195.50万 | 1.66% | 57,551 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $230.83万 | 1.96% | 46,212 | -1,387 | -2.9% | -$6.93万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $525.85万 | 4.47% | 197,838 | 4,102 | 2.1% | $10.90万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $616.74万 | 5.25% | 128,809 | -2,390 | -1.8% | -$11.44万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $981.57万 | 8.35% | 235,276 | 8,380 | 3.7% | $34.96万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,002.82万 | 8.53% | 197,755 | 6,828 | 3.6% | $34.62万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,209.13万 | 10.29% | 349,966 | -14,233 | -3.9% | -$49.18万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,344.91万 | 11.44% | 277,530 | -1,509 | -0.5% | -$7.31万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,119.32万 | 18.03% | 596,488 | -26,914 | -4.3% | -$95.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,842.70万 | 24.19% | 731,523 | 1,771 | 0.2% | $6.88万 | 加仓 |