Institutional Manager · CIK 0001846462
Wealth Dimensions Group, Ltd.
CINCINNATI, OH · File #028-21037
Latest AUM
$504.0M
Positions
173
Top-10 Concentration
65.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025173 pos · $504.0M
- 13F HOLDINGS REPORTQ/E Sep 2025181 pos · $486.5M
- 13F HOLDINGS REPORTQ/E Jun 2025173 pos · $453.8M
- 13F HOLDINGS REPORTQ/E Mar 2025161 pos · $418.9M
- 13F HOLDINGS REPORTQ/E Dec 2024155 pos · $408.3M
- 13F HOLDINGS REPORTQ/E Sep 2024149 pos · $394.8M
- 13F HOLDINGS REPORTQ/E Jun 2024140 pos · $350.8M
- 13F HOLDINGS REPORTQ/E Mar 2024143 pos · $338.6M
- 13F HOLDINGS REPORTQ/E Dec 2023132 pos · $275.6M
- 13F HOLDINGS REPORTQ/E Sep 2023137 pos · $274.7M
- 13F HOLDINGS REPORTQ/E Jun 2023133 pos · $258.5M
- 13F HOLDINGS REPORTQ/E Mar 2023129 pos · $244.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V203 | 1,370,853 | $52.2M | 11.82% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C102 | 806,019 | $47.3M | 10.71% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C714 | 331,276 | $30.6M | 6.92% |
| 4 | PROCTER AND GAMBLE CO | 742718109 | 205,447 | $29.4M | 6.66% |
| 5 | ISHARES TR | 464287200 | 39,658 | $27.2M | 6.15% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C680 | 199,958 | $24.3M | 5.51% |
| 7 | VANGUARD WHITEHALL FDS | 921946406 | 153,925 | $22.1M | 5.00% |
| 8 | VANGUARD BD INDEX FDS | 921937827 | 246,853 | $19.5M | 4.40% |
| 9 | DIMENSIONAL ETF TRUST | 25434V815 | 555,493 | $18.3M | 4.13% |
| 10 | DIMENSIONAL ETF TRUST | 25434V302 | 535,156 | $17.4M | 3.94% |
| 11 | APPLE INC | AAPL | 62,548 | $17.0M | 3.85% |
| 12 | DIMENSIONAL ETF TRUST | 25434V823 | 648,822 | $14.9M | 3.36% |
| 13 | SPDR S&P 500 ETF TR | SPY | 18,148 | $12.4M | 2.80% |
| 14 | DIMENSIONAL ETF TRUST | 25434V872 | 210,429 | $9.0M | 2.03% |
| 15 | NVIDIA CORPORATION | NVDA | 45,028 | $8.4M | 1.90% |
| 16 | MICROSOFT CORP | MSFT | 16,952 | $8.2M | 1.86% |
| 17 | ISHARES TR | 46432F842 | 83,657 | $7.5M | 1.69% |
| 18 | SAMSARA INC | IOT | 157,207 | $5.6M | 1.26% |
| 19 | ELI LILLY & CO | LLY | 3,705 | $4.0M | 0.90% |
| 20 | ISHARES TR | 464287614 | 7,919 | $3.7M | 0.85% |