CIK 1846462
Wealth Dimensions Group, Ltd.
Institutional 13F holdings & portfolio
Holdings
170
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 806K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 331K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 205K | $1M+ | SH |
| IVV | ISHARES TR | 40K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 200K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 154K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 247K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 555K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 535K | $1M+ | SH |
| AAPL | APPLE INC | 63K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 649K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 18K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 210K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 45K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 17K | $1M+ | SH |
| IEFA | ISHARES TR | 84K | $1M+ | SH |
| IOT | SAMSARA INC | 157K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| IWF | ISHARES TR | 8K | $1M+ | SH |
| GOOG | ALPHABET INC | 10K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 32K | $1M+ | SH |
| AMZN | AMAZON COM INC | 13K | $1M+ | SH |
| IEMG | ISHARES INC | 44K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 13K | $1M+ | SH |
| GE | GE AEROSPACE | 9K | $1M+ | SH |
| ISTB | ISHARES TR | 50K | $1M+ | SH |
| CTAS | CINTAS CORP | 13K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 7K | $1M+ | SH |
| IVE | ISHARES TR | 11K | $1M+ | SH |
| VTWV | VANGUARD SCOTTSDALE FDS | 15K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| IWD | ISHARES TR | 11K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| ORGO | ORGANOGENESIS HLDGS INC | 408K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 17K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 42K | $1M+ | SH |
| AGG | ISHARES TR | 19K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| IWN | ISHARES TR | 10K | $1M+ | SH |
| MRK | MERCK & CO INC | 17K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 14K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 23K | $1M+ | SH |
| ORCL | ORACLE CORP | 7K | $1M+ | SH |
| CINF | CINCINNATI FINL CORP | 8K | $1M+ | SH |