Wealth Dimensions Group, Ltd. Portfolio Holdings

Wealth Dimensions Group, Ltd.

  • $418 Million
  • Q1 2025

Wealth Dimensions Group, Ltd. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $418 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $43.9M, Dimensional ETF Tr with a value of $37.8M, Procter & Gamble CO with a value of $28.3M, Vanguard Russell 1000 Value Et with a value of $24.5M, and Ishares Core S&P 500 ETF with a value of $22.1M.

Examining the 13F form we can see an increase of $10.5M in the current position value, from $408M to 418M.

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

Portfolio value $418 Million
ETFs: $290 Million
Technology: $39 Million
Consumer Defensive: $32.5 Million
Healthcare: $14.5 Million
Financial Services: $11.7 Million
Industrials: $8.69 Million
Consumer Cyclical: $7.6 Million
Communication Services: $6.63 Million
Other: $7.97 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.9 Million 10.5% of portfolio
748,434
Q1 2025 Added 4.12%
$0
$37.8 Million 9.04% of portfolio
1,209,947
Q1 2025 Added 6.7%
$0
$24.5 Million 5.86% of portfolio
297,155
Q1 2025 Added 3.74%
$0
$22.1 Million 5.28% of portfolio
39,312
Q1 2025 Reduced 0.16%
$0
$19.1 Million 4.58% of portfolio
244,475
Q1 2025 Reduced 0.26%
$0
$18.5 Million 4.43% of portfolio
143,688
Q1 2025 Added 2.48%
$0
$18.2 Million 4.35% of portfolio
195,987
Q1 2025 Added 3.73%
$0
$12.3 Million 2.94% of portfolio
437,060
Q1 2025 Added 13.63%
$0
$12.1 Million 2.9% of portfolio
468,365
Q1 2025 Added 11.16%
$0
$11.4 Million 2.72% of portfolio
478,110
Q1 2025 Added 11.93%
$0
$10.4 Million 2.5% of portfolio
18,668
Q1 2025 Reduced 0.04%
$0
$7.88 Million 1.88% of portfolio
187,377
Q1 2025 Added 12.62%
$0
$6.39 Million 1.53% of portfolio
84,431
Q1 2025 Added 9.47%
$0
$2.9 Million 0.69% of portfolio
8,020
Q1 2025 Reduced 3.13%
$0
$2.5 Million 0.6% of portfolio
30,956
Q1 2025 Added 2.42%
$0
$2.46 Million 0.59% of portfolio
45,951
Q1 2025 Added 11.44%
$0
$2.13 Million 0.51% of portfolio
11,344
Q1 2025 Reduced 0.28%
$0
$2.13 Million 0.51% of portfolio
11,161
Q1 2025 Reduced 1.68%
$0
$2.1 Million 0.5% of portfolio
8,131
Q1 2025 Added 2.05%
$0
$1.91 Million 0.46% of portfolio
14,371
Q1 2025 Added 1.68%
$0
$1.67 Million 0.4% of portfolio
11,076
Q1 2025 Reduced 3.15%
$0
$1.64 Million 0.39% of portfolio
16,586
Q1 2025 Reduced 6.28%
$0
$1.45 Million 0.35% of portfolio
25,416
Q1 2025 Added 4.67%
$0
$1.23 Million 0.29% of portfolio
4,471
Q1 2025 Added 4.17%
$0
$1.19 Million 0.28% of portfolio
41,775
Q1 2025 New
$0
$1.19 Million 0.28% of portfolio
13,133
Q1 2025 Added 0.44%
$0
$1.01 Million 0.24% of portfolio
2,164
Q1 2025 Reduced 4.12%
$0
$1 Million 0.24% of portfolio
9,591
Q1 2025 Added 0.09%
$0
$963,000 0.23% of portfolio
5,638
Q1 2025 Reduced 0.62%
$0
$924,000 0.22% of portfolio
1,798
Q1 2025 Added 0.33%
$0
$885,000 0.21% of portfolio
4,440
Q4 2024 Added 31.59%
$0
$857,000 0.2% of portfolio
6,387
Q1 2025 Reduced 0.56%
$0
$839,000 0.2% of portfolio
14,392
Q1 2025 Added 0.01%
$0
$855,000 0.2% of portfolio
4,695
Q1 2025 Reduced 4.55%
$0
$797,000 0.19% of portfolio
2,150
Q1 2025 Added 3.07%
$0
$786,000 0.19% of portfolio
9,249
Q4 2024 Added 92.93%
$0
$729,000 0.17% of portfolio
6,265
Q1 2025 Reduced 7.76%
$0
$610,000 0.15% of portfolio
7,473
Q1 2025 Added 1.65%
$0
$594,000 0.14% of portfolio
9,802
Q1 2025 Added 133.49%
$0
$542,000 0.13% of portfolio
10,663
Q1 2025 Added 1.03%
$0
$559,000 0.13% of portfolio
7,591
Q1 2025 Added 5.96%
$0
$537,000 0.13% of portfolio
2,426
Q1 2025 Added 0.17%
$0
$511,000 0.12% of portfolio
2,950
Q1 2025 Added 0.14%
$0
$478,000 0.11% of portfolio
2,768
Q1 2025 Added 121.97%
$0
$453,000 0.11% of portfolio
5,548
Q4 2024 Added 19.08%
$0
$418,000 0.1% of portfolio
13,616
Q1 2025 Reduced 0.91%
$0
$321,000 0.08% of portfolio
3,301
Q4 2024 Reduced 6.09%
$0
$281,000 0.07% of portfolio
2,940
Q4 2024 Reduced 1.64%
$0
$273,000 0.07% of portfolio
1,065
Q4 2024 Reduced 9.13%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $418 Million
  • Prior Value $408 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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