Wealth Dimensions Group, Ltd.
CIK: 0001846462SEC EDGAR →
Portfolio Value
$504.0M
Holdings
170
As of
Q4 2025
New Positions
170
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,370,853 | $52.2M | 10.37% |
| 2 | VANGUARD SCOTTSDALE FDS | 806,019 | $47.3M | 9.39% |
| 3 | VANGUARD SCOTTSDALE FDS | 331,276 | $30.6M | 6.07% |
| 4 | PROCTER AND GAMBLE CO | 205,447 | $29.4M | 5.84% |
| 5 | ISHARES TR | 39,658 | $27.2M | 5.39% |
| 6 | VANGUARD SCOTTSDALE FDS | 199,958 | $24.3M | 4.83% |
| 7 | VANGUARD WHITEHALL FDS | 153,925 | $22.1M | 4.38% |
| 8 | VANGUARD BD INDEX FDS | 246,853 | $19.5M | 3.86% |
| 9 | DIMENSIONAL ETF TRUST | 555,493 | $18.3M | 3.63% |
| 10 | DIMENSIONAL ETF TRUST | 535,156 | $17.4M | 3.46% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (170)
$52.2M · 1.4M shares
$47.3M · 806K shares
$30.6M · 331K shares
$29.4M · 205K shares
$27.2M · 40K shares
$24.3M · 200K shares
$22.1M · 154K shares
$19.5M · 247K shares
$18.3M · 555K shares
$17.4M · 535K shares
$17.0M · 63K shares
$14.9M · 649K shares
$12.4M · 18K shares
$9.0M · 210K shares
$8.4M · 45K shares
$8.2M · 17K shares
$7.5M · 84K shares
$5.6M · 157K shares
$4.0M · 4K shares
$3.7M · 8K shares
$3.2M · 10K shares
$3.2M · 32K shares
$3.0M · 13K shares
$2.9M · 44K shares
$2.7M · 13K shares
$2.6M · 9K shares
$2.5M · 50K shares
$2.4M · 13K shares
$2.4M · 7K shares
$2.4M · 11K shares
$2.4M · 15K shares
$2.3M · 8K shares
$2.3M · 11K shares
$2.2M · 6K shares
$2.1M · 408K shares
$2.1M · 17K shares
$2.0M · 42K shares
$1.9M · 19K shares
$1.8M · 3K shares
$1.8M · 10K shares
$1.7M · 17K shares
$1.7M · 5K shares
$1.6M · 14K shares
$1.6M · 5K shares
$1.5M · 4K shares
$1.4M · 2K shares
$1.4M · 2K shares
$1.3M · 7K shares
$1.3M · 23K shares
$1.3M · 8K shares
$1.2M · 2K shares
$1.2M · 10K shares
$1.2M · 4K shares
$1.2M · 42K shares
$1.2M · 5K shares
$1.2M · 5K shares
$1.2M · 4K shares
$1.1M · 2K shares
$1.1M · 6K shares
$1.1M · 12K shares
$1.1M · 7K shares
$1.1M · 3K shares
$1.0M · 3K shares
$1.0M · 9K shares
$938K · 12K shares
$904K · 4K shares
$904K · 13K shares
$902K · 14K shares
$893K · 6K shares
$846K · 1K shares
$802K · 2K shares
$778K · 12K shares
$773K · 31K shares
$740K · 4K shares
$724K · 10K shares
$714K · 3K shares
$711K · 10K shares
$693K · 8K shares
$680K · 12K shares
$678K · 6K shares
$659K · 14K shares
$652K · 7K shares
$651K · 4K shares
$643K · 7K shares
$640K · 2K shares
$636K · 3K shares
$627K · 7K shares
$626K · 5K shares
$619K · 1K shares
$606K · 15K shares
$599K · 3K shares
$592K · 2K shares
$589K · 1K shares
$578K · 4K shares
$574K · 16K shares
$561K · 9K shares
$554K · 22K shares
$548K · 2K shares
$541K · 8K shares
$517K · 2K shares
$513K · 1K shares
$498K · 4K shares
$483K · 1K shares
$470K · 9K shares
$465K · 963 shares
$451K · 6K shares
$450K · 5K shares
$449K · 1K shares
$438K · 3K shares
$433K · 8K shares
$424K · 3K shares
$421K · 5K shares
$415K · 1K shares
$412K · 5K shares
$410K · 3K shares
$400K · 13K shares
$399K · 6K shares
$387K · 2K shares
$377K · 3K shares
$374K · 2K shares
$360K · 478 shares
$355K · 4K shares
$344K · 1K shares
$336K · 4K shares
$328K · 2K shares
$323K · 3K shares
$320K · 3K shares
$313K · 6K shares
$313K · 10K shares
$305K · 354 shares
$303K · 2K shares
$294K · 2K shares
$286K · 5K shares
$280K · 2K shares
$280K · 6K shares
$280K · 1K shares
$271K · 1K shares
$270K · 724 shares
$269K · 3K shares
$268K · 8K shares
$265K · 16K shares
$261K · 1K shares
$259K · 2K shares
$258K · 3K shares
$254K · 5K shares
$246K · 1K shares
$240K · 713 shares
$237K · 290 shares
$234K · 1K shares
$231K · 18K shares
$231K · 400 shares
$227K · 446 shares
$227K · 3K shares
$225K · 18K shares
$224K · 608 shares
$223K · 1K shares
$222K · 879 shares
$217K · 2K shares
$216K · 739 shares
$215K · 984 shares
$215K · 745 shares
$214K · 1K shares
$210K · 5K shares
$210K · 794 shares
$204K · 620 shares
$203K · 5K shares
$202K · 669 shares
$201K · 633 shares
$200K · 4K shares
$162K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 75 | $356.4M | 70.7% |
| Technology | 22 | $49.7M | 9.9% |
| Consumer Defensive | 8 | $33.0M | 6.5% |
| Healthcare | 13 | $15.7M | 3.1% |
| Unknown | 11 | $15.4M | 3.1% |
| Industrials | 17 | $8.5M | 1.7% |
| Consumer Cyclical | 7 | $8.0M | 1.6% |
| Communication Services | 6 | $8.0M | 1.6% |
| Energy | 6 | $4.7M | 0.9% |
| Utilities | 5 | $4.5M | 0.9% |