Wealth Dimensions Group, Ltd. Portfolio Holdings

Wealth Dimensions Group, Ltd.

  • $484 Million
  • Q3 2025

Wealth Dimensions Group, Ltd. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $484 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $47M, Vanguard with a value of $45.2M, Vanguard Russell 1000 Value Et with a value of $28.6M, Procter & Gamble CO with a value of $27.3M, and Ishares Core S&P 500 ETF with a value of $26.7M.

Examining the 13F form we can see an increase of $31.9M in the current position value, from $452M to 484M.

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

Portfolio value $484 Million
ETFs: $338 Million
Technology: $49.5 Million
Consumer Defensive: $31.6 Million
Healthcare: $14.4 Million
Industrials: $13.3 Million
Financial Services: $11.7 Million
Consumer Cyclical: $8.45 Million
Communication Services: $8.41 Million
Other: $8.62 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$346B
$27.3 Million 5.63% of portfolio
177,492
Q3 2025 Reduced 0.22%
$4.3T
$16.3 Million 3.36% of portfolio
63,929
Q3 2025 Reduced 2.13%
$3.78T
$8.87 Million 1.83% of portfolio
17,119
Q3 2025 Reduced 1.25%
$465B
$8.04 Million 1.66% of portfolio
43,073
Q3 2025 Reduced 7.1%
$4.19B
$5.85 Million 1.21% of portfolio
157,148
Q3 2025 Added 0.74%
$2.39T
$3.09 Million 0.64% of portfolio
14,058
Q3 2025 Added 0.56%
$971B
$2.92 Million 0.6% of portfolio
3,831
Q3 2025 Reduced 0.55%
$1.74T
$2.83 Million 0.58% of portfolio
11,611
Q3 2025 Reduced 2.84%
$19B
$2.65 Million 0.55% of portfolio
12,887
Q2 2025 Added 560.53%
$139B
$2.63 Million 0.54% of portfolio
7,981
Q3 2025 Reduced 0.14%
$328B
$2.58 Million 0.53% of portfolio
8,588
Q3 2025 Reduced 0.01%
$522B
$2.45 Million 0.51% of portfolio
13,202
Q3 2025 Reduced 2.21%
$881B
$2.4 Million 0.5% of portfolio
7,608
Q3 2025 Added 16.26%
$490B
$1.94 Million 0.4% of portfolio
17,245
Q3 2025 Reduced 1.32%
$29.2B
$1.83 Million 0.38% of portfolio
40,970
Q3 2025 Reduced 40.8%
$593M
$1.85 Million 0.38% of portfolio
407,965
Q2 2024 Added 435.91%
$1.29T
$1.53 Million 0.32% of portfolio
3,432
Q3 2025 Reduced 8.04%
$1.37T
$1.54 Million 0.32% of portfolio
2,103
Q3 2025 Added 2.59%
$235B
$1.39 Million 0.29% of portfolio
16,566
Q3 2025 Reduced 2.88%
$593B
$1.33 Million 0.28% of portfolio
4,746
Q3 2025 Reduced 0.02%
$367B
$1.29 Million 0.27% of portfolio
3,177
Q3 2025 Added 0.83%
$414B
$1.31 Million 0.27% of portfolio
5,654
Q3 2025 Reduced 1.5%
$1.65T
$1.29 Million 0.27% of portfolio
5,315
Q3 2025 Reduced 14.95%
$224B
$1.23 Million 0.25% of portfolio
4,044
Q3 2025 Added 0.02%
$26.1B
$1.23 Million 0.25% of portfolio
7,806
Q3 2025 Reduced 2.85%
$303B
$1.18 Million 0.24% of portfolio
7,585
Q3 2025 Reduced 1.77%
$266B
$1.16 Million 0.24% of portfolio
4,114
Q3 2025 Reduced 3.52%
$183B
$1.02 Million 0.21% of portfolio
3,608
Q3 2025 Reduced 0.69%
$279B
$949,000 0.2% of portfolio
9,210
Q3 2025 Reduced 0.56%
$512B
$955,000 0.2% of portfolio
1,680
Q3 2025 Reduced 3.78%
$1.18B
$940,000 0.19% of portfolio
13,021
Q3 2025 Added 0.59%
$662B
$853,000 0.18% of portfolio
1,698
Q3 2025 Reduced 9.2%
$49.1B
$812,000 0.17% of portfolio
678
Q3 2025 Added 1.19%
$319B
$829,000 0.17% of portfolio
12,125
Q3 2025 Added 0.31%
$141B
$757,000 0.16% of portfolio
29,712
Q3 2025 Reduced 0.67%
$187B
$788,000 0.16% of portfolio
4,737
Q3 2025 Added 0.04%
$96.7B
$763,000 0.16% of portfolio
15,132
Q3 2025 Reduced 0.85%
$98.6B
$751,000 0.16% of portfolio
7,935
Q2 2025 Added 3.27%
$413B
$725,000 0.15% of portfolio
14,057
Q3 2025 Reduced 1.0%
$114B
$713,000 0.15% of portfolio
3,307
Q3 2025 Reduced 2.04%
$123B
$707,000 0.15% of portfolio
1,417
Q3 2025 Reduced 1.25%
$228B
$677,000 0.14% of portfolio
5,060
Q3 2025 Added 0.82%
$237B
$660,000 0.14% of portfolio
4,074
Q3 2025 Reduced 0.85%
$172B
$647,000 0.13% of portfolio
14,743
Q3 2025 Added 1.01%
$268B
$617,000 0.13% of portfolio
3,691
Q2 2025 New
$140B
$619,000 0.13% of portfolio
2,466
Q1 2025 Reduced 0.96%
$193B
$649,000 0.13% of portfolio
5,672
Q3 2025 Reduced 5.98%
$181B
$641,000 0.13% of portfolio
22,732
Q3 2025 Added 7.38%
$115B
$605,000 0.12% of portfolio
1,234
Q3 2025 Added 0.57%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $484 Million
  • Prior Value $452 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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