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New Dimensions Wealth Management, LLC
New Dimensions Wealth Management, LLC is a fee-only registered investment adviser based in Allen, Texas. Founded in October 2009, the firm provides financial planning and portfolio management services primarily to individuals and high-net-worth individuals. Led by founder and president Lance Alston, New Dimensions is strictly fee-only—accepting no commissions or finder's fees—and emphasizes comprehensive, personalized, and fiduciary advice to clients seeking a values-driven approach to achieving their financial goals. As of December 2023, the firm manages more than $129 million in assets and employs a small team of dedicated professionals.
Investment Strategy
New Dimensions Wealth Management, LLC employs a low-cost, passively managed investment strategy focused on broad diversification and appropriate asset class exposure matched to each client’s specific financial situation, needs, and preferences. The firm avoids, where possible, investing in individual stocks and bonds, instead favoring diversified, low-fee mutual funds and ETFs. Investment recommendations are tailored to each client’s goals and risk profile, and the firm strictly avoids margin strategies, options, and initial public offerings. Clients retain individual ownership of all securities managed by New Dimensions.
Latest 13F Filing Activity
New Dimensions Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $109B. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. New Dimensions Wealth Management, LLC reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 24.41% | $26.72B | 744,592 | $33.16 | $35.84 | +$3.62B |
D DFIC | DIMENSIONAL ETF TRUST | 18.93% | $20.72B | 671,011 | $27.79 | $31.09 | +$2.20B |
D DFUV | DIMENSIONAL ETF TRUST | 10.90% | $11.93B | 279,679 | $41.22 | $42.28 | +$462.2M |
D DFEM | DIMENSIONAL ETF TRUST | 10.57% | $11.58B | 390,571 | $26.52 | $29.68 | +$1.42B |
D DUSB | DIMENSIONAL ETF TRUST | 8.52% | $9.33B | 183,205 | $50.73 | $50.75 | +$324.1M |
Industry Allocation
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