Wealth Dimensions Group, Ltd. Portfolio Holdings - 13F Filings | 13F Fund Database
Wealth Dimensions Group, Ltd. 13F Holdings
CIK 0001846462
As of Sep 30, 2025, Wealth Dimensions Group, Ltd. reported
177 positions worth $486.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 1,292,913 | $47.0M | 9.66% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 767,539 | $45.2M | 9.29% |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | VONV | — | 320,217 | $28.6M | 5.88% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 177,492 | $27.3M | 5.61% |
| ISHARES CORE S&P 500 ETF | IVV | — | 39,920 | $26.7M | 5.49% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 201,004 | $24.2M | 4.98% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 150,486 | $21.2M | 4.36% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 242,762 |
|
9.2M3.94% |
| APPLE INC | AAPL | Technology | 63,929 |
6.3M | 3.35% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 509,241 |
6.1M | 3.30% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 500,653 |
5.9M | 3.28% |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | — | 566,884 |
3.5M | 2.78% |
| SPDR S&P 500 ETF TRUST | SPY | — | 18,546 |
2.4M | 2.54% |
| MICROSOFT CORP | MSFT | Technology | 17,119 | $8.9M | 1.82% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 203,794 | $8.7M | 1.79% |
| NVIDIA CORP | NVDA | Technology | 43,073 | $8.0M | 1.65% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 84,115 | $7.3M | 1.51% |
| SAMSARA INC | IOT | Equity | 157,148 | $5.9M | 1.20% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 7,984 | $3.7M | 0.77% |
| VANGUARD RUSSELL 2000 INDEX FUND | VTWO | — | 31,807 | $3.1M | 0.64% |
| AMAZON.COM INC | AMZN | Equity | 14,058 | $3.1M | 0.63% |
| ELI LILLY & CO | LLY | Healthcare | 3,831 | $2.9M | 0.60% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 43,613 | $2.9M | 0.59% |
| ALPHABET INC | GOOG | Equity | 11,611 | $2.8M | 0.58% |
| CINTAS CORP | CTAS | Industrials | 12,887 | $2.6M | 0.54% |