Wealth Dimensions Group, Ltd.
CIK: 0001846462SEC EDGAR →
Portfolio Value
$504.0B
Holdings
170
As of
Q4 2025
New Positions
170
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,370,853 | $52.2B | 10.37% |
| 2 | VANGUARD SCOTTSDALE FDS | 806,019 | $47.3B | 9.39% |
| 3 | VANGUARD SCOTTSDALE FDS | 331,276 | $30.6B | 6.07% |
| 4 | PROCTER AND GAMBLE CO | 205,447 | $29.4B | 5.84% |
| 5 | ISHARES TR | 39,658 | $27.2B | 5.39% |
| 6 | VANGUARD SCOTTSDALE FDS | 199,958 | $24.3B | 4.83% |
| 7 | VANGUARD WHITEHALL FDS | 153,925 | $22.1B | 4.38% |
| 8 | VANGUARD BD INDEX FDS | 246,853 | $19.5B | 3.86% |
| 9 | DIMENSIONAL ETF TRUST | 555,493 | $18.3B | 3.63% |
| 10 | DIMENSIONAL ETF TRUST | 535,156 | $17.4B | 3.46% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (170)
$52.2B · 1.4M shares
$47.3B · 806K shares
$30.6B · 331K shares
$29.4B · 205K shares
$27.2B · 40K shares
$24.3B · 200K shares
$22.1B · 154K shares
$19.5B · 247K shares
$18.3B · 555K shares
$17.4B · 535K shares
$17.0B · 63K shares
$14.9B · 649K shares
$12.4B · 18K shares
$9.0B · 210K shares
$8.4B · 45K shares
$8.2B · 17K shares
$7.5B · 84K shares
$5.6B · 157K shares
$4.0B · 4K shares
$3.7B · 8K shares
$3.2B · 10K shares
$3.2B · 32K shares
$3.0B · 13K shares
$2.9B · 44K shares
$2.7B · 13K shares
$2.6B · 9K shares
$2.5B · 50K shares
$2.4B · 13K shares
$2.4B · 7K shares
$2.4B · 11K shares
$2.4B · 15K shares
$2.3B · 8K shares
$2.3B · 11K shares
$2.2B · 6K shares
$2.1B · 408K shares
$2.1B · 17K shares
$2.0B · 42K shares
$1.9B · 19K shares
$1.8B · 3K shares
$1.8B · 10K shares
$1.7B · 17K shares
$1.7B · 5K shares
$1.6B · 14K shares
$1.6B · 5K shares
$1.5B · 4K shares
$1.4B · 2K shares
$1.4B · 2K shares
$1.3B · 7K shares
$1.3B · 23K shares
$1.3B · 8K shares
$1.2B · 2K shares
$1.2B · 10K shares
$1.2B · 4K shares
$1.2B · 42K shares
$1.2B · 5K shares
$1.2B · 5K shares
$1.2B · 4K shares
$1.1B · 2K shares
$1.1B · 6K shares
$1.1B · 12K shares
$1.1B · 7K shares
$1.1B · 3K shares
$1.0B · 3K shares
$1.0B · 9K shares
$938.0M · 12K shares
$904.0M · 4K shares
$904.0M · 13K shares
$902.0M · 14K shares
$893.0M · 6K shares
$846.0M · 1K shares
$802.0M · 2K shares
$778.0M · 12K shares
$773.0M · 31K shares
$740.0M · 4K shares
$724.0M · 10K shares
$714.0M · 3K shares
$711.0M · 10K shares
$693.0M · 8K shares
$680.0M · 12K shares
$678.0M · 6K shares
$659.0M · 14K shares
$652.0M · 7K shares
$651.0M · 4K shares
$643.0M · 7K shares
$640.0M · 2K shares
$636.0M · 3K shares
$627.0M · 7K shares
$626.0M · 5K shares
$619.0M · 1K shares
$606.0M · 15K shares
$599.0M · 3K shares
$592.0M · 2K shares
$589.0M · 1K shares
$578.0M · 4K shares
$574.0M · 16K shares
$561.0M · 9K shares
$554.0M · 22K shares
$548.0M · 2K shares
$541.0M · 8K shares
$517.0M · 2K shares
$513.0M · 1K shares
$498.0M · 4K shares
$483.0M · 1K shares
$470.0M · 9K shares
$465.0M · 963 shares
$451.0M · 6K shares
$450.0M · 5K shares
$449.0M · 1K shares
$438.0M · 3K shares
$433.0M · 8K shares
$424.0M · 3K shares
$421.0M · 5K shares
$415.0M · 1K shares
$412.0M · 5K shares
$410.0M · 3K shares
$400.0M · 13K shares
$399.0M · 6K shares
$387.0M · 2K shares
$377.0M · 3K shares
$374.0M · 2K shares
$360.0M · 478 shares
$355.0M · 4K shares
$344.0M · 1K shares
$336.0M · 4K shares
$328.0M · 2K shares
$323.0M · 3K shares
$320.0M · 3K shares
$313.0M · 6K shares
$313.0M · 10K shares
$305.0M · 354 shares
$303.0M · 2K shares
$294.0M · 2K shares
$286.0M · 5K shares
$280.0M · 2K shares
$280.0M · 6K shares
$280.0M · 1K shares
$271.0M · 1K shares
$270.0M · 724 shares
$269.0M · 3K shares
$268.0M · 8K shares
$265.0M · 16K shares
$261.0M · 1K shares
$259.0M · 2K shares
$258.0M · 3K shares
$254.0M · 5K shares
$246.0M · 1K shares
$240.0M · 713 shares
$237.0M · 290 shares
$234.0M · 1K shares
$231.0M · 18K shares
$231.0M · 400 shares
$227.0M · 446 shares
$227.0M · 3K shares
$225.0M · 18K shares
$224.0M · 608 shares
$223.0M · 1K shares
$222.0M · 879 shares
$217.0M · 2K shares
$216.0M · 739 shares
$215.0M · 984 shares
$215.0M · 745 shares
$214.0M · 1K shares
$210.0M · 5K shares
$210.0M · 794 shares
$204.0M · 620 shares
$203.0M · 5K shares
$202.0M · 669 shares
$201.0M · 633 shares
$200.0M · 4K shares
$162.0M · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 75 | $356.4B | 70.7% |
| Technology | 22 | $49.7B | 9.9% |
| Consumer Defensive | 8 | $33.0B | 6.5% |
| Healthcare | 13 | $15.7B | 3.1% |
| Unknown | 11 | $15.4B | 3.1% |
| Industrials | 17 | $8.5B | 1.7% |
| Consumer Cyclical | 7 | $8.0B | 1.6% |
| Communication Services | 6 | $8.0B | 1.6% |
| Energy | 6 | $4.7B | 0.9% |
| Utilities | 5 | $4.5B | 0.9% |