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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$376B
$28.3 Million 6.77% of portfolio
166,123
Q1 2025 Reduced 0.74%
$3.2T
$14.6 Million 3.49% of portfolio
65,739
Q1 2025 Added 1.18%
$3.25T
$6.8 Million 1.63% of portfolio
18,122
Q1 2025 Added 3.44%
$284B
$5.36 Million 1.28% of portfolio
49,476
Q1 2025 Added 3.07%
$781B
$3.05 Million 0.73% of portfolio
3,690
Q1 2025 Added 4.89%
$1.9T
$2.7 Million 0.64% of portfolio
14,168
Q1 2025 Added 0.84%
$405B
$2.26 Million 0.54% of portfolio
13,622
Q1 2025 Added 0.79%
$430B
$2.08 Million 0.5% of portfolio
17,507
Q1 2025 Added 0.76%
$228B
$1.93 Million 0.46% of portfolio
9,619
Q1 2025 Added 29.43%
$1.01T
$1.94 Million 0.46% of portfolio
12,407
Q1 2025 Reduced 0.85%
$210B
$1.63 Million 0.39% of portfolio
18,150
Q1 2025 Added 8.86%
$741B
$1.63 Million 0.39% of portfolio
6,632
Q1 2025 Added 3.29%
$232B
$1.3 Million 0.31% of portfolio
4,150
Q1 2025 Added 3.23%
$1.25T
$1.24 Million 0.3% of portfolio
2,155
Q1 2025 Added 4.01%
$347B
$1.2 Million 0.29% of portfolio
5,704
Q1 2025 Reduced 0.59%
$265B
$1.19 Million 0.29% of portfolio
7,143
Q1 2025 Added 15.19%
$223B
$1.03 Million 0.25% of portfolio
4,133
Q1 2025 Added 4.05%
$957B
$1.01 Million 0.24% of portfolio
6,533
Q1 2025 Added 3.47%
$885B
$967,000 0.23% of portfolio
3,732
Q1 2025 Added 0.46%
$694B
$959,000 0.23% of portfolio
1,801
Q1 2025 Reduced 2.01%
$535B
$964,000 0.23% of portfolio
1,759
Q1 2025 Reduced 1.29%
$270B
$765,000 0.18% of portfolio
8,723
Q1 2025 Added 4.16%
$244B
$746,000 0.18% of portfolio
12,097
Q1 2025 Added 5.29%
$403B
$665,000 0.16% of portfolio
4,758
Q1 2025 Reduced 1.18%
$268B
$664,000 0.16% of portfolio
4,189
Q1 2025 Reduced 0.71%
$505B
$627,000 0.15% of portfolio
673
Q1 2025 Added 0.9%
$232B
$628,000 0.15% of portfolio
4,736
Q1 2025 Added 11.3%
$330B
$587,000 0.14% of portfolio
14,090
Q1 2025 Reduced 1.14%
$570B
$605,000 0.14% of portfolio
1,729
Q1 2025 Reduced 2.97%
$310B
$485,000 0.12% of portfolio
6,785
Q1 2025 Reduced 7.22%
$379B
$387,000 0.09% of portfolio
739
Q1 2025 Added 1.37%
$223B
$357,000 0.09% of portfolio
4,862
Q1 2025 Added 1.27%
$449B
$386,000 0.09% of portfolio
409
Q1 2025 Added 7.92%
$273B
$307,000 0.07% of portfolio
1,144
Q1 2025 Reduced 10.2%
$203B
$257,000 0.06% of portfolio
2,203
Q1 2025 Reduced 2.99%
$280B
$232,000 0.06% of portfolio
3,241
Q1 2025 Added 8.21%
$243B
$249,000 0.06% of portfolio
2,238
Q4 2024 Added 0.31%
$208B
$204,000 0.05% of portfolio
761
Q1 2025 Reduced 0.65%

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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