WD

Wealth Dimensions Group, Ltd.

13F
Wealth Dimensions Group, Ltd.
Last update 2025-05-05 161 Stocks (9 new)
Value $419.00 Mil Turnover 5 %
Countries:
Top Holdings: VGSH(10.49%)DFAI(9.02%)PG(6.76%)VONV(5.85%)IVV(5.27%)
Summary Stock Picks Current Portfolio
Wealth Dimensions Group, Ltd. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VGSH 		Vanguard Short-Term Government Bond ETF
748,434
43,925.6
+4.12%
10.490
+0.41%
0.200
+0.87%
+2.08%
23,046.0
 
DFAI 		Dimensional International Core Equity Market ETF
1,209,947
37,786.6
+6.70%
9.020
+0.57%
0.410
+9.12%
+17.38%
10,179.2
 
PG 		Procter & Gamble Co
166,123
28,310.6
-0.74%
6.760
-0.05%
0.010
-4.39%
+0.75%
391,186.8
Consumer Packaged Goods
VONV 		Vanguard Russell 1000 Value Index Fund
297,155
24,527.1
+3.74%
5.850
+0.21%
0.210
-0.81%
+3.12%
11,716.1
 
IVV 		iShares Core S&P 500 ETF
39,312
22,089.1
-0.16%
5.270
-0.01%
0.000
+2.39%
+2.06%
588,303.5
 
BSV 		Vanguard Short-Term Bond ETF
244,475
19,137.5
-0.26%
4.570
-0.01%
0.060
+0.98%
+2.53%
38,495.6
 
VYM 		Vanguard High Dividend Yield Indx ETF
143,688
18,530.0
+2.48%
4.420
+0.11%
0.030
-1.06%
+2.90%
57,440.1
 
VONG 		Vanguard Russell 1000 Growth Index Fund
195,987
18,185.6
+3.73%
4.340
+0.16%
0.080
+5.21%
+0.96%
25,550.8
 
AAPL 		Apple Inc
65,739
14,602.5
+1.18%
3.490
+0.04%
0.000
-14.49%
-18.63%
3,036,005.4
Hardware
DFSV 		Dimensional US Small Cap Value ETF
437,060
12,303.2
+13.63%
2.940
+0.35%
0.280
-2.25%
-7.05%
4,574.7
 

Wealth Dimensions Group, Ltd.'s Historical Top Holdings Breakdowns

Wealth Dimensions Group, Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAI 		Dimensional International Core Equity Market ETF2025-03-31Add
+0.57%
●
28.88 ($30.87) 32.4
$34.17
10.69%
Add 6.7%
1,209,947
75,939
IOT 		Samsara Inc2025-03-31Reduce
-0.48%
●
34.06 ($46.57) 60.96
$45.87
-1.50%
Reduce -22.27%
156,698
-44,900
VGSH 		Vanguard Short-Term Government Bond ETF2025-03-31Add
+0.41%
●
58.07 ($58.36) 58.69
$58.38
0.03%
Add 4.12%
748,434
29,591
DFSV 		Dimensional US Small Cap Value ETF2025-03-31Add
+0.35%
●
27.56 ($30.26) 32.1
$28.61
-5.45%
Add 13.63%
437,060
52,435
DFAE 		Dimensional Emerging Core Equity Market ETF2025-03-31Add
+0.29%
●
24.64 ($25.96) 26.86
$27.53
6.05%
Add 11.16%
468,365
47,039
DFAR 		Dimensional US Real Estate ETF2025-03-31Add
+0.29%
●
22.35 ($23.59) 24.51
$23.56
-0.13%
Add 11.93%
478,110
50,959
SMIG 		Bahl & Gaynor Small/Mid Cap Income Growth ETF2025-03-31New Buy
+0.28%
●
27.88 ($29.3) 30.57
$28.69
-2.08%
New holding
41,775
41,775
VONV 		Vanguard Russell 1000 Value Index Fund2025-03-31Add
+0.21%
●
80.21 ($83.64) 86.14
$83.40
-0.29%
Add 3.74%
297,155
10,704
DFCF 		Dimensional Core Fixed Income ETF2025-03-31Add
+0.21%
●
40.79 ($41.67) 42.32
$41.61
-0.14%
Add 12.62%
187,377
20,998
RBCAA 		Republic Bancorp Inc2025-03-31New Buy
+0.18%
●
63.57 ($66.3) 69.14
$69.43
4.72%
New holding
11,865
11,865

Wealth Dimensions Group, Ltd. Total Holding History ($B)

To

Wealth Dimensions Group, Ltd.'s Asset Allocation

To

Wealth Dimensions Group, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealth Dimensions Group, Ltd.'s Hypothetical Growth since 2025-03-31

Wealth Dimensions Group, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Wealth Dimensions Group, Ltd.'s Holdings Heat Map

Size field:

Wealth Dimensions Group, Ltd.'s Holdings Bubble Chart

Wealth Dimensions Group, Ltd. News

  • 1

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