Wealth Dimensions Group, Ltd. Incresed Positions in Q3 2024

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
155K
+ 16.86%
$28.69 - $32.06 $4.44M - $4.96M
1.07M $34.1M
VONV
Vanguard Russell 1000 Value Et

ETFs
20.5K
+ 8.04%
$76.07 - $83.33 $1.56M - $1.71M
276K $23M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
75.6K
+ 305.45%
$41.34 - $43.55 $3.13M - $3.29M
100K $4.34M
VGSH
Vanguard

ETFs
33.7K
+ 5.11%
$57.74 - $59.13 $1.95M - $1.99M
694K $40.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
61K
+ 20.97%
$28.25 - $31.7 $1.72M - $1.93M
352K $10.8M
DFAR
Dimensional ETF Tr Dimensional

ETFs
44.4K
+ 12.65%
$21.91 - $26.03 $973K - $1.16M
396K $10.1M
DFAE
Dimensional ETF Tr

ETFs
62.3K
+ 19.53%
$24.46 - $27.82 $1.52M - $1.73M
381K $10.4M
PG
Procter & Gamble CO

Consumer Defensive
4.07K
+ 2.47%
$160.76 - $177.82 $653K - $723K
169K $29.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.55K
+ 4.22%
$117.9 - $128.2 $654K - $711K
137K $17.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
8.09K
+ 4.44%
$85.48 - $98.39 $692K - $796K
190K $18.4M
AMZN
Amazon Com Inc

Consumer Cyclical
2.62K
+ 23.13%
$161.02 - $200.0 $422K - $525K
14K $2.6M
TSLA
Tesla, Inc.

Consumer Cyclical
395
+ 10.14%
$191.76 - $263.26 $75.7K - $104K
4.29K $1.12M
MCD
Mcdonalds Corp

Consumer Cyclical
180
+ 4.84%
$245.82 - $304.51 $44.2K - $54.8K
3.9K $1.19M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3K
+ 77.43%
$66.31 - $74.08 $199K - $222K
6.88K $504K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.35K
+ 82.72%
$31.18 - $33.5 $198K - $213K
14K $466K
DVY
Ishares Tr

ETFs
849
+ 14.83%
$119.99 - $135.74 $102K - $115K
6.57K $887K
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.03%
$173.36 - $189.8 $520 - $569
11.5K $2.18M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.21%
$460.3 - $584.56 $1.38K - $1.75K
1.4K $817K
CINF
Cincinnati Financial Corp

Financial Services
75
+ 0.94%
$115.7 - $138.2 $8.68K - $10.4K
8.07K $1.1M
META
Meta Platforms, Inc.

Communication Services
82
+ 5.59%
$453.41 - $572.44 $37.2K - $46.9K
1.55K $887K
AVGO
Broadcom Inc.

Technology
3.68K
+ 1001.63%
$136.27 - $1745.86 $501K - $6.42M
4.04K $697K
CEG
Constellation Energy Corp

Utilities
1
+ 0.06%
$167.08 - $262.86 $167 - $263
1.76K $456K
WMT
Walmart Inc.

Consumer Defensive
72
+ 0.96%
$66.91 - $81.4 $4.82K - $5.86K
7.59K $613K
JEPI
J P Morgan Exchange Traded Fd

ETFs
504
+ 2.12%
$54.98 - $59.51 $27.7K - $30K
24.3K $1.45M
ENB
Enbridge Inc

Energy
112
+ 0.69%
$35.27 - $41.18 $3.95K - $4.61K
16.3K $662K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
76
+ 4.73%
$475.2 - $527.7 $36.1K - $40.1K
1.68K $888K
VTI
Vanguard Total Stock Market Et

ETFs
73
+ 1.79%
$255.18 - $283.2 $18.6K - $20.7K
4.14K $1.17M
JPM
Jpmorgan Chase & CO

Financial Services
176
+ 3.37%
$194.9 - $224.8 $34.3K - $39.6K
5.4K $1.14M
CSCO
Cisco Systems, Inc.

Technology
182
+ 1.63%
$44.74 - $53.22 $8.14K - $9.69K
11.4K $605K
XOM
Exxon Mobil Corp

Energy
297
+ 1.68%
$109.72 - $119.0 $32.6K - $35.3K
18K $2.11M
T
At&T Inc.

Communication Services
134
+ 0.65%
$18.21 - $22.28 $2.44K - $2.99K
20.6K $453K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.03%
$200.87 - $224.6 $201 - $225
3.37K $745K
CVX
Chevron Corp

Energy
702
+ 13.27%
$137.88 - $161.97 $96.8K - $114K
5.99K $882K
VZ
Verizon Communications Inc

Communication Services
149
+ 1.19%
$38.89 - $45.0 $5.79K - $6.71K
12.7K $570K
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.94%
$488.01 - $604.18 $2.93K - $3.63K
644 $376K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.13%
$162.83 - $179.16 $651 - $717
3.02K $540K
DE
Deere & CO

Industrials
4
+ 0.4%
$344.84 - $418.0 $1.38K - $1.67K
992 $413K
PFE
Pfizer Inc

Healthcare
502
+ 2.11%
$27.7 - $31.39 $13.9K - $15.8K
24.3K $703K
VEU
Vanguard Ftse All World Ex Us

ETFs
271
+ 6.94%
$56.47 - $63.69 $15.3K - $17.3K
4.18K $263K
MDLZ
Mondelez International, Inc.

Consumer Defensive
16
+ 0.44%
$64.35 - $75.71 $1.03K - $1.21K
3.65K $268K
DAL
Delta Air Lines, Inc.

Industrials
32
+ 0.36%
$37.32 - $51.8 $1.19K - $1.66K
8.85K $449K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.5%
$531.86 - $624.21 $1.06K - $1.25K
404 $249K
NVS
Novartis Ag

Healthcare
69
+ 3.19%
$106.13 - $120.89 $7.32K - $8.34K
2.23K $256K
NFLX
Netflix Inc

Communication Services
6
+ 0.98%
$598.55 - $722.26 $3.59K - $4.33K
618 $438K
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.15%
$107.93 - $120.23 $432 - $481
2.68K $314K
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.47%
$434.77 - $502.96 $3.48K - $4.02K
1.7K $828K
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.16%
$163.98 - $182.92 $328 - $366
1.29K $234K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.09%
$236.92 - $263.4 $237 - $263
1.17K $308K
INTC
Intel Corp

Technology
5.16K
+ 35.21%
$18.9 - $34.87 $97.5K - $180K
19.8K $464K
Activity Summary
Buys All Purchases 67 New Holdings 7 Increased Positions 60 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 1 Puts 0
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