Institutions / Wealth Dimensions Group, Ltd.
Wealth Dimensions Group, Ltd.
CIK 1846462 · Institution · as of Dec 31, 2025
Portfolio value
$503.99M
Positions
170
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 170 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $52.24M | 10.4% |
| Vanguard Scottsdale Fds | $47.34M | 9.4% |
| Vanguard Scottsdale Fds | $30.58M | 6.1% |
| PROCTER & GAMBLE Co | $29.44M | 5.8% |
| iShares Tr | $27.16M | 5.4% |
| Vanguard Scottsdale Fds | $24.34M | 4.8% |
| Vanguard Whitehall Fds | $22.09M | 4.4% |
| Vanguard Bd Index Fds | $19.45M | 3.9% |
| Dimensional ETF Trust | $18.27M | 3.6% |
| Dimensional ETF Trust | $17.43M | 3.5% |
| Apple Inc. | $17.00M | 3.4% |
| Dimensional ETF Trust | $14.86M | 2.9% |
| SPDR S&P 500 ETF Tr | $12.38M | 2.5% |
| Dimensional ETF Trust | $8.96M | 1.8% |
| NVIDIA Corp | $8.40M | 1.7% |
| Microsoft Corp | $8.20M | 1.6% |
| iShares Tr | $7.48M | 1.5% |
| Samsara Inc. | $5.57M | 1.1% |
| ELI LILLY & Co | $3.98M | 0.8% |
| iShares Tr | $3.75M | 0.7% |
| Alphabet Inc. | $3.21M | 0.6% |
| Vanguard Scottsdale Fds | $3.18M | 0.6% |
| Amazon.com Inc | $2.96M | 0.6% |
| iShares Inc | $2.94M | 0.6% |
| Johnson & Johnson | $2.66M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.