Wealth Dimensions Group, Ltd. Incresed Positions in Q2 2025

Wealth Dimensions Group, Ltd.

  • $452 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
28.7K
+ 2.37%
$28.02 - $34.71 $803K - $995K
1.24M $42.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.69K
+ 2.39%
$82.51 - $109.2 $387K - $512K
201K $21.9M
IVV
Ishares Core S&P 500 ETF

ETFs
316
+ 0.8%
$498.8 - $620.9 $158K - $196K
39.6K $24.6M
CTAS
Cintas Corp

Industrials
10.9K
+ 560.53%
$190.11 - $227.66 $2.08M - $2.49M
12.9K $2.87M
DFAE
Dimensional ETF Tr

ETFs
14.6K
+ 3.13%
$22.87 - $28.95 $335K - $424K
483K $14M
VONV
Vanguard Russell 1000 Value Et

ETFs
11.3K
+ 3.8%
$73.19 - $85.21 $827K - $963K
308K $26.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
171
+ 0.92%
$496.48 - $617.85 $84.9K - $106K
18.8K $11.6M
DFSV
Dimensional ETF Tr Dimensional

ETFs
19.5K
+ 4.45%
$24.21 - $29.47 $471K - $573K
457K $13.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3K
+ 2.09%
$114.78 - $133.31 $344K - $400K
147K $19.6M
IEFA
Ishares Tr

ETFs
615
+ 0.73%
$67.83 - $84.09 $41.7K - $51.7K
85K $7.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
39
+ 0.49%
$320.42 - $424.58 $12.5K - $16.6K
8.06K $3.42M
VTWO
Vanguard Russell 2000 ETF

ETFs
963
+ 3.11%
$70.56 - $87.22 $67.9K - $84K
31.9K $2.78M
CRWD
Crowd Strike Holdings, Inc.

Technology
131
+ 11.95%
$321.63 - $509.31 $42.1K - $66.7K
1.23K $624K
IBM
International Business Machines Corp

Technology
131
+ 3.17%
$221.03 - $294.78 $29K - $38.6K
4.26K $1.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
72
+ 3.33%
$416.06 - $551.64 $30K - $39.7K
2.24K $1.23M
VUG
Vanguard Growth ETF

ETFs
139
+ 6.47%
$329.49 - $438.4 $45.8K - $60.9K
2.29K $1M
RBCAA
Republic Bancorp Inc

Financial Services
1.08K
+ 9.09%
$60.5 - $74.04 $65.3K - $79.9K
12.9K $946K
VO
Vanguard Mid Cap ETF

ETFs
37
+ 0.46%
$228.54 - $279.83 $8.46K - $10.4K
8.17K $2.29M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.74K
+ 10.5%
$96.84 - $99.46 $169K - $173K
18.3K $1.82M
QUAL
Ishares Msci Usa Quality Facto

ETFs
576
+ 10.22%
$152.42 - $182.82 $87.8K - $105K
6.21K $1.14M
DIS
Walt Disney CO

Communication Services
150
+ 2.55%
$81.72 - $124.01 $12.3K - $18.6K
6.03K $748K
VTWV
Vanguard Russell 2000 Value Et

ETFs
488
+ 3.4%
$116.09 - $139.09 $56.7K - $67.9K
14.9K $2.07M
WMT
Walmart Inc.

Consumer Defensive
539
+ 6.18%
$81.79 - $99.98 $44.1K - $53.9K
9.26K $905K
IVE
Ishares S&P 500 Value ETF

ETFs
291
+ 2.61%
$168.34 - $195.42 $49K - $56.9K
11.5K $2.24M
VEA
Vanguard Ftse Developed Market

ETFs
664
+ 6.23%
$45.65 - $57.01 $30.3K - $37.9K
11.3K $645K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.54K
+ 0.82%
$41.1 - $42.37 $63.5K - $65.4K
189K $7.98M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 0.44%
$456.74 - $568.03 $3.65K - $4.54K
1.81K $1.03M
CAT
Caterpillar Inc

Industrials
86
+ 8.65%
$273.94 - $388.21 $23.6K - $33.4K
1.08K $419K
BAC
Bank Of America Corp

Financial Services
109
+ 0.77%
$34.39 - $47.46 $3.75K - $5.17K
14.2K $671K
EMR
Emerson Electric CO

Industrials
80
+ 2.67%
$94.15 - $133.33 $7.53K - $10.7K
3.07K $409K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
293
+ 3.05%
$90.56 - $109.49 $26.5K - $32.1K
9.88K $1.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
405
+ 2.81%
$51.16 - $62.02 $20.7K - $25.1K
14.8K $917K
VIG
Vanguard Dividend Appreciation

ETFs
421
+ 8.97%
N/A
5.12K $931K
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.09%
$174.82 - $215.79 $699 - $863
4.44K $958K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
941
+ 1.89%
$47.89 - $48.65 $45.1K - $45.8K
50.8K $2.47M
RSP
Invesco S&P 500 Equal Weight E

ETFs
184
+ 6.24%
$152.93 - $181.74 $28.1K - $33.4K
3.13K $569K
ABT
Abbott Laboratories

Healthcare
283
+ 5.98%
$123.95 - $138.08 $35.1K - $39.1K
5.02K $682K
DAL
Delta Air Lines, Inc.

Industrials
75
+ 0.85%
$35.88 - $52.99 $2.69K - $3.97K
8.88K $436K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.12K
+ 22.11%
$48.13 - $49.85 $54K - $56K
6.2K $304K
V
Visa Inc.

Financial Services
121
+ 7.0%
$308.27 - $373.31 $37.3K - $45.2K
1.85K $656K
DE
Deere & CO

Industrials
4
+ 0.37%
$412.99 - $531.48 $1.65K - $2.13K
1.1K $558K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1
+ 0.02%
$72.96 - $90.39 $73 - $90.4
5.55K $496K
WFC
Wells Fargo & Company

Financial Services
155
+ 4.78%
$60.98 - $80.12 $9.45K - $12.4K
3.4K $272K
VTV
Vanguard Value ETF

ETFs
154
+ 5.56%
$153.67 - $176.74 $23.7K - $27.2K
2.92K $516K
KR
Kroger CO

Consumer Defensive
20
+ 0.24%
$64.62 - $74.0 $1.29K - $1.48K
8.32K $596K
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.41%
$113.75 - $148.48 $1.14K - $1.48K
2.48K $361K
VCIT
Vanguard Intermediate Term Cor

ETFs
391
+ 14.66%
$79.56 - $82.92 $31.1K - $32.4K
3.06K $253K
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 3.91%
$908.13 - $1056.85 $14.5K - $16.9K
425 $420K
PG
Procter & Gamble CO

Consumer Defensive
11.8K
+ 7.08%
$157.66 - $172.39 $1.85M - $2.03M
178K $28.3M
Activity Summary
Buys All Purchases 91 New Holdings 13 Increased Positions 78 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 1
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