Wealth Dimensions Group, Ltd. Portfolio Holdings

Wealth Dimensions Group, Ltd.

  • $484 Million
  • Q3 2025

Wealth Dimensions Group, Ltd. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $484 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $47M, Vanguard with a value of $45.2M, Vanguard Russell 1000 Value Et with a value of $28.6M, Procter & Gamble CO with a value of $27.3M, and Ishares Core S&P 500 ETF with a value of $26.7M.

Examining the 13F form we can see an increase of $31.9M in the current position value, from $452M to 484M.

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

Portfolio value $484 Million
ETFs: $338 Million
Technology: $49.5 Million
Consumer Defensive: $31.6 Million
Healthcare: $14.4 Million
Industrials: $13.3 Million
Financial Services: $11.7 Million
Consumer Cyclical: $8.45 Million
Communication Services: $8.41 Million
Other: $8.62 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.66T
$1.29 Million 0.27% of portfolio
5,315
Q3 2025 Reduced 14.95%
$0
$1.24 Million 0.26% of portfolio
41,775
Q1 2025 New
$220B
$1.23 Million 0.25% of portfolio
4,044
Q3 2025 Added 0.02%
$25.1B
$1.23 Million 0.25% of portfolio
7,806
Q3 2025 Reduced 2.85%
$0
$1.19 Million 0.25% of portfolio
10,041
Q3 2025 Added 1.59%
$300B
$1.18 Million 0.24% of portfolio
7,585
Q3 2025 Reduced 1.77%
$270B
$1.16 Million 0.24% of portfolio
4,114
Q3 2025 Reduced 3.52%
$0
$1.18 Million 0.24% of portfolio
12,955
Q3 2025 Added 1.01%
$0
$1.17 Million 0.24% of portfolio
6,001
Q3 2025 Reduced 3.43%
$0
$1.09 Million 0.22% of portfolio
2,271
Q3 2025 Reduced 0.79%
$159B
$1.02 Million 0.21% of portfolio
3,608
Q3 2025 Reduced 0.69%
$278B
$949,000 0.2% of portfolio
9,210
Q3 2025 Reduced 0.56%
$527B
$955,000 0.2% of portfolio
1,680
Q3 2025 Reduced 3.78%
$0
$970,000 0.2% of portfolio
5,327
Q3 2025 Added 4.12%
$0
$940,000 0.19% of portfolio
3,885
Q3 2025 Reduced 12.58%
$0
$904,000 0.19% of portfolio
6,363
Q3 2025 Reduced 0.62%
$0
$895,000 0.18% of portfolio
13,729
Q3 2025 Reduced 7.22%
$635B
$853,000 0.18% of portfolio
1,698
Q3 2025 Reduced 9.2%
$0
$818,000 0.17% of portfolio
8,478
Q3 2025 Reduced 7.62%
$486B
$812,000 0.17% of portfolio
678
Q3 2025 Added 1.19%
$297B
$829,000 0.17% of portfolio
12,125
Q3 2025 Added 0.31%
$136B
$757,000 0.16% of portfolio
29,712
Q3 2025 Reduced 0.67%
$0
$783,000 0.16% of portfolio
13,078
Q3 2025 Added 15.46%
$194B
$788,000 0.16% of portfolio
4,737
Q3 2025 Added 0.04%
$93.9B
$763,000 0.16% of portfolio
15,132
Q3 2025 Reduced 0.85%
$101B
$751,000 0.16% of portfolio
7,935
Q2 2025 Added 3.27%
$430B
$725,000 0.15% of portfolio
14,057
Q3 2025 Reduced 1.0%
$118B
$713,000 0.15% of portfolio
3,307
Q3 2025 Reduced 2.04%
$127B
$707,000 0.15% of portfolio
1,417
Q3 2025 Reduced 1.25%
$220B
$677,000 0.14% of portfolio
5,060
Q3 2025 Added 0.82%
$0
$696,000 0.14% of portfolio
9,754
Q3 2025 Reduced 0.32%
$229B
$660,000 0.14% of portfolio
4,074
Q3 2025 Reduced 0.85%
$0
$684,000 0.14% of portfolio
5,709
Q3 2025 Reduced 3.6%
$0
$634,000 0.13% of portfolio
7,493
Q3 2025 Reduced 0.13%
$165B
$647,000 0.13% of portfolio
14,743
Q3 2025 Added 1.01%
$237B
$617,000 0.13% of portfolio
3,691
Q2 2025 New
$148B
$619,000 0.13% of portfolio
2,466
Q1 2025 Reduced 0.96%
$203B
$649,000 0.13% of portfolio
5,672
Q3 2025 Reduced 5.98%
$0
$609,000 0.13% of portfolio
2,395
Q3 2025 Reduced 1.2%
$174B
$641,000 0.13% of portfolio
22,732
Q3 2025 Added 7.38%
$115B
$605,000 0.12% of portfolio
1,234
Q3 2025 Added 0.57%
$45.6B
$562,000 0.12% of portfolio
8,339
Q3 2025 Added 0.26%
$152B
$570,000 0.12% of portfolio
17,007
Q3 2025 Reduced 4.01%
$197B
$566,000 0.12% of portfolio
4,033
Q3 2025 Reduced 2.98%
$47.6B
$591,000 0.12% of portfolio
1,186
Q4 2024 Added 0.85%
$0
$595,000 0.12% of portfolio
3,138
Q3 2025 Added 0.13%
$119B
$513,000 0.11% of portfolio
1,559
Q3 2025 Added 1.3%
$289B
$511,000 0.11% of portfolio
1,071
Q3 2025 Reduced 0.83%
$0
$555,000 0.11% of portfolio
2,979
Q3 2025 Added 1.95%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $484 Million
  • Prior Value $452 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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