Wealth Dimensions Group, Ltd. Purchases in Q3 2025

Wealth Dimensions Group, Ltd.

  • $484 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
54.3K
+ 4.38%
$34.05 - $36.55 $1.85M - $1.99M
1.29M $47M
DFSV
Dimensional ETF Tr Dimensional

ETFs
44.1K
+ 9.67%
$29.2 - $32.74 $1.29M - $1.44M
501K $15.9M
VONV
Vanguard Russell 1000 Value Et

ETFs
11.8K
+ 3.81%
$84.55 - $89.54 $994K - $1.05M
320K $28.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
330
+ 0.16%
$108.08 - $121.73 $35.7K - $40.2K
201K $24.2M
IVV
Ishares Core S&P 500 ETF

ETFs
292
+ 0.74%
$620.67 - $670.08 $181K - $196K
39.9K $26.7M
DFAE
Dimensional ETF Tr

ETFs
26.2K
+ 5.43%
$28.84 - $31.84 $757K - $835K
509K $16.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.8K
+ 2.59%
$132.9 - $142.03 $505K - $539K
150K $21.2M
VGSH
Vanguard

ETFs
27.2K
+ 3.67%
$58.43 - $58.88 $1.59M - $1.6M
768K $45.2M
DFAR
Dimensional ETF Tr Dimensional

ETFs
53.5K
+ 10.43%
$22.9 - $24.1 $1.23M - $1.29M
567K $13.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
14.9K
+ 7.87%
$41.8 - $43.15 $622K - $642K
204K $8.71M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
424
+ 23.48%
$567.77 - $614.76 $241K - $261K
2.23K $1.37M
ET
Energy Transfer LP

Energy
15.1K
New
$17.11 - $18.16 $258K - $274K
15.1K $258K
VTWV
Vanguard Russell 2000 Value Et

ETFs
17
+ 0.11%
$138.45 - $158.63 $2.35K - $2.7K
14.9K $2.32M
VTI
Vanguard Total Stock Market Et

ETFs
374
+ 8.4%
$303.93 - $329.86 $114K - $123K
4.82K $1.58M
LHX
L3 Harris Technologies, Inc.

Industrials
731
New
$252.18 - $305.41 $184K - $223K
731 $223K
LDOS
Leidos Holdings, Inc.

Technology
1.18K
New
$159.2 - $188.96 $188K - $223K
1.18K $222K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
896
New
$225.11 - $247.9 $202K - $222K
896 $221K
XLU
Utilities Sector Spdr

ETFs
2.47K
New
$81.14 - $87.32 $200K - $216K
2.47K $215K
VBK
Vanguard Small Cap Growth ETF

ETFs
710
New
$276.51 - $305.12 $196K - $217K
710 $211K
BX
Blackstone Inc.

Financial Services
1.2K
New
$152.77 - $188.68 $183K - $225K
1.2K $204K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.68K
New
$108.97 - $121.65 $183K - $205K
1.68K $203K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.56K
+ 0.65%
$78.11 - $79.07 $122K - $124K
243K $19.2M
IVE
Ishares S&P 500 Value ETF

ETFs
161
+ 1.41%
$194.44 - $206.51 $31.3K - $33.2K
11.6K $2.4M
VEA
Vanguard Ftse Developed Market

ETFs
1.75K
+ 15.46%
$56.02 - $60.3 $98.1K - $106K
13.1K $783K
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 0.83%
$357.4 - $423.42 $9.29K - $11K
3.18K $1.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9
+ 0.4%
$546.99 - $602.2 $4.92K - $5.42K
2.25K $1.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
157
+ 1.59%
$108.46 - $120.63 $17K - $18.9K
10K $1.19M
CMI
Cummins Inc

Industrials
1
+ 0.14%
$327.85 - $426.39 $328 - $426
695 $293K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
420
+ 2.29%
$97.75 - $100.75 $41.1K - $42.3K
18.7K $1.88M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.04%
$144.19 - $167.33 $144 - $167
2.48K $414K
XLK
Technology Sector Spdr

ETFs
74
+ 7.6%
$250.97 - $282.66 $18.6K - $20.9K
1.05K $295K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.02%
$291.67 - $316.99 $292 - $317
4.04K $1.23M
IJS
Ishares S&P Smallcap 600 Value

ETFs
66
+ 2.03%
$98.99 - $112.2 $6.53K - $7.41K
3.32K $367K
VNQ
Vanguard Specialized Funds Van

ETFs
130
+ 1.01%
$88.47 - $93.24 $11.5K - $12.1K
13K $1.18M
MS
Morgan Stanley

Financial Services
1
+ 0.05%
$139.09 - $161.16 $139 - $161
2.2K $350K
VIG
Vanguard Dividend Appreciation

ETFs
211
+ 4.12%
N/A
5.33K $970K
VTV
Vanguard Value ETF

ETFs
57
+ 1.95%
$175.51 - $186.57 $10K - $10.6K
2.98K $555K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
293
+ 6.16%
$49.43 - $54.52 $14.5K - $16K
5.05K $273K
EFA
Ishares Tr Msci Eafe ETF

ETFs
164
+ 2.96%
$87.29 - $93.61 $14.3K - $15.4K
5.71K $533K
BP
Bp PLC

Energy
5
+ 0.06%
$30.25 - $35.69 $151 - $178
7.87K $271K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.08%
$158.59 - $198.69 $159 - $199
1.29K $249K
VV
Vanguard Large Cap ETF

ETFs
30
+ 2.82%
$285.05 - $309.14 $8.55K - $9.27K
1.1K $337K
QCOM
Qualcomm Inc

Technology
2
+ 0.04%
$145.84 - $173.55 $292 - $347
4.74K $788K
AZN
Astrazeneca PLC

Healthcare
7
+ 0.15%
$68.72 - $82.11 $481 - $575
4.69K $360K
NEE
Nextera Energy Inc

Utilities
14
+ 0.28%
$69.77 - $77.54 $977 - $1.09K
5.06K $381K
META
Meta Platforms, Inc.

Communication Services
53
+ 2.59%
$695.21 - $791.73 $36.8K - $42K
2.1K $1.54M
PANW
Palo Alto Networks Inc

Technology
151
+ 13.33%
$167.06 - $208.19 $25.2K - $31.4K
1.28K $261K
T
At&T Inc.

Communication Services
1.56K
+ 7.38%
$26.94 - $29.62 $42.1K - $46.3K
22.7K $641K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.13%
$181.56 - $190.33 $726 - $761
3.14K $595K
Activity Summary
Buys All Purchases 76 New Holdings 9 Increased Positions 67 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Wealth Dimensions Group, Ltd. Portfolio

Follow Wealth Dimensions Group, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email