Wealth Dimensions Group, Ltd. has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $339 Million distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $37.6M, Dimensional ETF Tr with a value of $25.1M, Procter & Gamble CO with a value of $24.9M, Ishares Core S&P 500 ETF with a value of $21.1M, and Vanguard Russell 1000 Value Et with a value of $19.2M.
Examining the 13F form we can see an increase of $22.9M in the current position value, from $316M to 339M.
Below you can find more details about Wealth Dimensions Group, Ltd. portfolio as well as his latest detailed transactions.