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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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