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Richard Lance Alston

New Dimensions Wealth Management, Llc

Assets Managed
$117.513M
Holdings
20
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
0.49%(2Q avg: 1.48%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in New Dimensions Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of New Dimensions Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 117.513M in assets, with a quarterly growth rate of 0.49% and a 2-quarter average growth rate of 1.48%. The portfolio is managed by Richard Lance Alston, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 0.25%
24.2%
$28.427M
731,523 shares@ $38.86 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -4.31%
18.04%
$21.193M
596,488 shares@ $35.54 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.54%
11.45%
$13.449M
277,530 shares@ $48.46 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -3.9%
10.29%
$12.091M
349,966 shares@ $34.56 avg price
DUSB
Dimension Ultrashort Fi Etf
Recent Activity
Increased 3.58%
8.54%
$10.028M
197,755 shares@ $50.72 avg price
DFIP
Dimensional Inflation-protec
Recent Activity
Increased 3.7%
8.36%
$9.816M
235,276 shares@ $41.72 avg price
DFSD
Dimensional Short Duration
Recent Activity
Decreased -1.82%
5.25%
$6.167M
128,809 shares@ $47.88 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 2.12%
4.48%
$5.259M
197,838 shares@ $26.58 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -2.91%
1.97%
$2.308M
46,212 shares@ $49.95 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
1.67%
$1.955M
57,551 shares@ $33.98 avg price

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