Wealth Dimensions Group, Ltd. Incresed Positions in Q1 2025

Wealth Dimensions Group, Ltd.

  • $418 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
75.9K
+ 6.7%
$28.88 - $32.4 $2.19M - $2.46M
1.21M $37.8M
VGSH
Vanguard

ETFs
29.6K
+ 4.12%
$58.07 - $58.69 $1.72M - $1.74M
748K $43.9M
DFAE
Dimensional ETF Tr

ETFs
47K
+ 11.16%
$24.64 - $26.86 $1.16M - $1.26M
468K $12.1M
DFAR
Dimensional ETF Tr Dimensional

ETFs
51K
+ 11.93%
$22.35 - $24.52 $1.14M - $1.25M
478K $11.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
10.7K
+ 3.74%
$80.21 - $86.14 $859K - $922K
297K $24.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
21K
+ 12.62%
$40.79 - $42.32 $857K - $889K
187K $7.88M
IEFA
Ishares Tr

ETFs
7.3K
+ 9.47%
$69.57 - $78.65 $508K - $574K
84.4K $6.39M
GE
General Electric CO

Industrials
2.19K
+ 29.43%
$168.59 - $212.13 $369K - $464K
9.62K $1.93M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.47K
+ 2.48%
$126.11 - $135.06 $438K - $469K
144K $18.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
52.4K
+ 13.63%
$27.56 - $32.1 $1.45M - $1.68M
437K $12.3M
LLY
Eli Lilly & CO

Healthcare
172
+ 4.89%
$725.72 - $929.72 $125K - $160K
3.69K $3.05M
JNJ
Johnson & Johnson

Healthcare
107
+ 0.79%
$142.06 - $167.7 $15.2K - $17.9K
13.6K $2.26M
CVX
Chevron Corp

Energy
942
+ 15.19%
$146.71 - $167.97 $138K - $158K
7.14K $1.19M
VTV
Vanguard Value ETF

ETFs
1.52K
+ 121.97%
$167.73 - $179.21 $255K - $273K
2.77K $478K
IEMG
Ishares Inc

ETFs
4.72K
+ 11.44%
N/A
46K $2.46M
XOM
Exxon Mobil Corp

Energy
132
+ 0.76%
$105.44 - $118.93 $13.9K - $15.7K
17.5K $2.08M
IBM
International Business Machines Corp

Technology
161
+ 4.05%
$217.4 - $264.74 $35K - $42.6K
4.13K $1.03M
VZ
Verizon Communications Inc

Communication Services
1.82K
+ 14.53%
$37.81 - $46.49 $68.9K - $84.8K
14.4K $651K
ABT
Abbott Laboratories

Healthcare
481
+ 11.3%
$111.1 - $140.22 $53.4K - $67.4K
4.74K $628K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.31K
+ 4.86%
$47.59 - $48.35 $110K - $112K
49.9K $2.41M
MCD
Mcdonalds Corp

Consumer Cyclical
130
+ 3.23%
$279.74 - $321.29 $36.4K - $41.8K
4.15K $1.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.31K
+ 36.17%
$56.12 - $68.15 $73.2K - $88.9K
4.91K $333K
T
At&T Inc.

Communication Services
27
+ 0.13%
$21.56 - $28.28 $582 - $764
20.6K $582K
WM
Waste Management Inc

Industrials
108
+ 4.62%
$200.54 - $233.78 $21.7K - $25.2K
2.45K $566K
JPM
Jpmorgan Chase & CO

Financial Services
211
+ 3.29%
$225.19 - $279.95 $47.5K - $59.1K
6.63K $1.63M
NEE
Nextera Energy Inc

Utilities
1.17K
+ 30.13%
$66.96 - $76.16 $78.2K - $89K
5.05K $357K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
427
+ 5.96%
$67.08 - $76.14 $28.6K - $32.5K
7.59K $559K
CSCO
Cisco Systems, Inc.

Technology
608
+ 5.29%
$58.74 - $64.87 $35.7K - $39.4K
12.1K $746K
MO
Altria Group, Inc.

Consumer Defensive
44
+ 0.54%
$50.81 - $60.02 $2.24K - $2.64K
8.19K $491K
BMY
Bristol Myers Squibb CO

Healthcare
400
+ 4.38%
$53.9 - $63.11 $21.6K - $25.2K
9.53K $581K
SBUX
Starbucks Corp

Consumer Cyclical
430
+ 15.69%
$91.75 - $115.81 $39.5K - $49.8K
3.17K $311K
ETN
Eaton Corp PLC

Industrials
408
+ 49.88%
$271.83 - $371.23 $111K - $151K
1.23K $333K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.14K
+ 4.67%
$56.17 - $59.71 $63.8K - $67.8K
25.4K $1.45M
MMM
3 M CO

Industrials
51
+ 1.94%
$129.7 - $155.12 $6.61K - $7.91K
2.68K $393K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
121
+ 1.65%
$75.32 - $84.77 $9.11K - $10.3K
7.47K $610K
DE
Deere & CO

Industrials
3
+ 0.27%
$408.57 - $509.27 $1.23K - $1.53K
1.09K $513K
INTC
Intel Corp

Technology
150
+ 0.9%
$19.1 - $27.39 $2.87K - $4.11K
16.9K $382K
AZN
Astrazeneca PLC

Healthcare
61
+ 1.27%
$65.37 - $77.96 $3.99K - $4.76K
4.86K $357K
UNP
Union Pacific Corp

Industrials
149
+ 14.58%
$225.21 - $254.42 $33.6K - $37.9K
1.17K $276K
CRWD
Crowd Strike Holdings, Inc.

Technology
90
+ 8.95%
$308.86 - $455.36 $27.8K - $41K
1.1K $386K
HD
Home Depot, Inc.

Consumer Cyclical
287
+ 10.02%
$347.25 - $424.87 $99.7K - $122K
3.15K $1.15M
HON
Honeywell International Inc

Industrials
260
+ 26.24%
$202.75 - $226.52 $52.7K - $58.9K
1.25K $264K
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 7.92%
$890.62 - $1076.86 $26.7K - $32.3K
409 $386K
VEA
Vanguard Ftse Developed Market

ETFs
109
+ 1.03%
$47.4 - $52.99 $5.17K - $5.78K
10.7K $542K
NFLX
Netflix Inc

Communication Services
6
+ 0.9%
$828.4 - $1058.6 $4.97K - $6.35K
673 $627K
PEP
Pepsico Inc

Consumer Defensive
234
+ 7.26%
$142.64 - $156.42 $33.4K - $36.6K
3.46K $518K
VNQ
Vanguard Specialized Funds Van

ETFs
58
+ 0.44%
$85.55 - $94.34 $4.96K - $5.47K
13.1K $1.19M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
516
+ 11.31%
$49.25 - $50.66 $25.4K - $26.1K
5.08K $252K
WFC
Wells Fargo & Company

Financial Services
246
+ 8.21%
$66.78 - $81.42 $16.4K - $20K
3.24K $232K
Activity Summary
Buys All Purchases 91 New Holdings 9 Increased Positions 82 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 1 Puts 0
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