New Dimensions Wealth Management, LLC has filed its latest 13F-HR report, detailing its holdings as of September 30, 2026. This filing is significant as it reveals the firm's investment strategies and asset management capabilities, totaling approximately $139.3 million.

New Dimensions Wealth Management is a Texas-based investment firm that focuses on wealth management services. The company operates under the Central Index Key (CIK) number 2068447 and has been active in submitting various filings to the SEC, including its most recent 13F-HR on November 2, 2026. The firm does not have a specific SIC code listed, but it falls under the broader category of wealth management.

The filing indicates that New Dimensions Wealth Management holds a total of 21 positions, with a significant portion allocated to Dimensional ETF Trust products. The total value of these holdings amounts to $139,256,402. Notably, the firm has invested in various ETFs, including those focusing on emerging markets, global real estate, and inflation protection.

Among the key holdings reported, the firm has invested in the Dimensional ETF Trust's International Core Equity and US Core Equity Market ETFs, showcasing a diversified approach to asset allocation. Other notable investments include stakes in Apple Inc. and Berkshire Hathaway Inc., indicating a mix of growth and value strategies.

This filing may have implications for other firms in the wealth management industry, as it highlights the growing trend of utilizing ETFs as a core component of investment strategies. Competitors may need to reassess their own asset allocations and investment approaches in response to New Dimensions Wealth Management's focus on these financial instruments.

As for the next steps, the filing does not specify any upcoming actions or additional filings. Investors and industry analysts will be keenly observing how New Dimensions Wealth Management's strategies evolve in the coming quarters.