Wealth Dimensions Group, Ltd. Portfolio Holdings
Wealth Dimensions Group, Ltd.
- $452 Million
- Q2 2025
Wealth Dimensions Group, Ltd. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $452 Million distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $43.5M, Dimensional ETF Tr with a value of $42.8M, Procter & Gamble CO with a value of $28.3M, Vanguard Russell 1000 Value Et with a value of $26.3M, and Ishares Core S&P 500 ETF with a value of $24.6M.
Examining the 13F form we can see an increase of $34M in the current position value, from $418M to 452M.
Below you can find more details about Wealth Dimensions Group, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$452 Million
ETFs: $313 Million
Technology: $44.9 Million
Consumer Defensive: $32.8 Million
Healthcare: $13.4 Million
Industrials: $12.7 Million
Financial Services: $12.2 Million
Consumer Cyclical: $8 Million
Communication Services: $7.62 Million
Other: $7.94 Million