Wealth Dimensions Group, Ltd. Portfolio Holdings

Wealth Dimensions Group, Ltd.

  • $418 Million
  • Q1 2025

Wealth Dimensions Group, Ltd. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $418 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $43.9M, Dimensional ETF Tr with a value of $37.8M, Procter & Gamble CO with a value of $28.3M, Vanguard Russell 1000 Value Et with a value of $24.5M, and Ishares Core S&P 500 ETF with a value of $22.1M.

Examining the 13F form we can see an increase of $10.5M in the current position value, from $408M to 418M.

Below you can find more details about Wealth Dimensions Group, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $418 Million
ETFs: $290 Million
Technology: $39 Million
Consumer Defensive: $32.5 Million
Healthcare: $14.5 Million
Financial Services: $11.7 Million
Industrials: $8.69 Million
Consumer Cyclical: $7.6 Million
Communication Services: $6.63 Million
Other: $7.97 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.9 Million 10.5% of portfolio
748,434
Q1 2025 Added 4.12%
$0
$37.8 Million 9.04% of portfolio
1,209,947
Q1 2025 Added 6.7%
$385B
$28.3 Million 6.77% of portfolio
166,123
Q1 2025 Reduced 0.74%
$0
$24.5 Million 5.86% of portfolio
297,155
Q1 2025 Added 3.74%
$0
$22.1 Million 5.28% of portfolio
39,312
Q1 2025 Reduced 0.16%
$0
$19.1 Million 4.58% of portfolio
244,475
Q1 2025 Reduced 0.26%
$0
$18.5 Million 4.43% of portfolio
143,688
Q1 2025 Added 2.48%
$0
$18.2 Million 4.35% of portfolio
195,987
Q1 2025 Added 3.73%
$3.42T
$14.6 Million 3.49% of portfolio
65,739
Q1 2025 Added 1.18%
$0
$12.3 Million 2.94% of portfolio
437,060
Q1 2025 Added 13.63%
$0
$12.1 Million 2.9% of portfolio
468,365
Q1 2025 Added 11.16%
$0
$11.4 Million 2.72% of portfolio
478,110
Q1 2025 Added 11.93%
$0
$10.4 Million 2.5% of portfolio
18,668
Q1 2025 Reduced 0.04%
$0
$7.88 Million 1.88% of portfolio
187,377
Q1 2025 Added 12.62%
$2.95T
$6.8 Million 1.63% of portfolio
18,122
Q1 2025 Added 3.44%
$0
$6.39 Million 1.53% of portfolio
84,431
Q1 2025 Added 9.47%
$271B
$5.36 Million 1.28% of portfolio
49,476
Q1 2025 Added 3.07%
$854B
$3.05 Million 0.73% of portfolio
3,690
Q1 2025 Added 4.89%
$0
$2.9 Million 0.69% of portfolio
8,020
Q1 2025 Reduced 3.13%
$24.7B
$2.72 Million 0.65% of portfolio
69,327
Q1 2025 Reduced 0.49%
$1.88T
$2.7 Million 0.64% of portfolio
14,168
Q1 2025 Added 0.84%
$0
$2.5 Million 0.6% of portfolio
30,956
Q1 2025 Added 2.42%
$0
$2.46 Million 0.59% of portfolio
45,951
Q1 2025 Added 11.44%
$0
$2.41 Million 0.58% of portfolio
49,899
Q1 2025 Added 4.86%
$409B
$2.26 Million 0.54% of portfolio
13,622
Q1 2025 Added 0.79%
$0
$2.13 Million 0.51% of portfolio
11,344
Q1 2025 Reduced 0.28%
$0
$2.13 Million 0.51% of portfolio
11,161
Q1 2025 Reduced 1.68%
$0
$2.1 Million 0.5% of portfolio
8,131
Q1 2025 Added 2.05%
$440B
$2.08 Million 0.5% of portfolio
17,507
Q1 2025 Added 0.76%
$0
$1.91 Million 0.46% of portfolio
14,371
Q1 2025 Added 1.68%
$220B
$1.93 Million 0.46% of portfolio
9,619
Q1 2025 Added 29.43%
$979B
$1.94 Million 0.46% of portfolio
12,407
Q1 2025 Reduced 0.85%
$94B
$1.76 Million 0.42% of portfolio
14,457
Q1 2025 Reduced 0.39%
$643M
$1.76 Million 0.42% of portfolio
407,965
Q2 2024 Added 435.91%
$0
$1.67 Million 0.4% of portfolio
11,076
Q1 2025 Reduced 3.15%
$0
$1.64 Million 0.39% of portfolio
16,586
Q1 2025 Reduced 6.28%
$216B
$1.63 Million 0.39% of portfolio
18,150
Q1 2025 Added 8.86%
$718B
$1.63 Million 0.39% of portfolio
6,632
Q1 2025 Added 3.29%
$0
$1.45 Million 0.35% of portfolio
25,416
Q1 2025 Added 4.67%
$78B
$1.36 Million 0.33% of portfolio
8,146
Q1 2025 Added 13.22%
$235B
$1.3 Million 0.31% of portfolio
4,150
Q1 2025 Added 3.23%
$1.25T
$1.24 Million 0.3% of portfolio
2,155
Q1 2025 Added 4.01%
$345B
$1.2 Million 0.29% of portfolio
5,704
Q1 2025 Reduced 0.59%
$266B
$1.19 Million 0.29% of portfolio
7,143
Q1 2025 Added 15.19%
$0
$1.23 Million 0.29% of portfolio
4,471
Q1 2025 Added 4.17%
$22.2B
$1.19 Million 0.28% of portfolio
8,035
Q1 2025 Reduced 0.42%
$0
$1.19 Million 0.28% of portfolio
41,775
Q1 2025 New
$0
$1.19 Million 0.28% of portfolio
13,133
Q1 2025 Added 0.44%
$369B
$1.15 Million 0.28% of portfolio
3,150
Q1 2025 Added 10.02%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $418 Million
  • Prior Value $408 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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