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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.34T
$1.19 Million 0.26% of portfolio
3,732
Q1 2025 Added 0.46%
$0
$1.14 Million 0.25% of portfolio
6,214
Q2 2025 Added 10.22%
$0
$1.14 Million 0.25% of portfolio
12,825
Q2 2025 Reduced 2.35%
$0
$1.08 Million 0.24% of portfolio
9,884
Q2 2025 Added 3.05%
$1.5T
$1.1 Million 0.24% of portfolio
6,249
Q2 2025 Reduced 4.35%
$390B
$1.07 Million 0.24% of portfolio
5,740
Q2 2025 Added 0.63%
$313B
$1.11 Million 0.24% of portfolio
7,722
Q2 2025 Added 8.11%
$0
$1.03 Million 0.23% of portfolio
1,806
Q2 2025 Added 0.44%
$813B
$1.04 Million 0.23% of portfolio
4,747
Q2 2025 Reduced 0.23%
$147B
$1.01 Million 0.22% of portfolio
3,633
Q2 2025 Added 0.06%
$571B
$981,000 0.22% of portfolio
1,746
Q2 2025 Reduced 0.74%
$0
$1 Million 0.22% of portfolio
2,289
Q2 2025 Added 6.47%
$1.33B
$946,000 0.21% of portfolio
12,944
Q2 2025 Added 9.09%
$0
$958,000 0.21% of portfolio
4,444
Q2 2025 Added 0.09%
$0
$931,000 0.21% of portfolio
5,116
Q2 2025 Added 8.97%
$283B
$905,000 0.2% of portfolio
9,262
Q2 2025 Added 6.18%
$644B
$908,000 0.2% of portfolio
1,870
Q2 2025 Added 3.83%
$547B
$897,000 0.2% of portfolio
670
Q2 2025 Reduced 0.45%
$278B
$838,000 0.19% of portfolio
12,087
Q2 2025 Reduced 0.08%
$0
$844,000 0.19% of portfolio
9,177
Q2 2025 Reduced 0.78%
$0
$850,000 0.19% of portfolio
6,403
Q2 2025 Added 0.25%
$186B
$754,000 0.17% of portfolio
4,735
Q2 2025 Added 0.06%
$258B
$748,000 0.17% of portfolio
4,109
Q2 2025 Reduced 1.91%
$212B
$748,000 0.17% of portfolio
6,033
Q2 2025 Added 2.55%
$135B
$725,000 0.16% of portfolio
29,911
Q2 2025 Added 0.43%
$128B
$707,000 0.16% of portfolio
3,376
Q2 2025 Reduced 11.44%
$0
$702,000 0.16% of portfolio
5,922
Q2 2025 Reduced 5.47%
$99.8B
$728,000 0.16% of portfolio
7,935
Q2 2025 Added 3.27%
$54B
$672,000 0.15% of portfolio
1,186
Q4 2024 Added 0.85%
$235B
$682,000 0.15% of portfolio
5,019
Q2 2025 Added 5.98%
$412B
$671,000 0.15% of portfolio
14,199
Q2 2025 Added 0.77%
$566B
$656,000 0.15% of portfolio
1,850
Q2 2025 Added 7.0%
$124B
$664,000 0.15% of portfolio
1,435
Q2 2025 Reduced 1.91%
$99.4B
$691,000 0.15% of portfolio
15,262
Q2 2025 Reduced 1.24%
$0
$657,000 0.15% of portfolio
9,785
Q2 2025 Reduced 0.17%
$95.7B
$624,000 0.14% of portfolio
1,227
Q2 2025 Added 11.95%
$0
$650,000 0.14% of portfolio
7,292
Q2 2025 Reduced 2.42%
$0
$645,000 0.14% of portfolio
11,327
Q2 2025 Added 6.23%
$186B
$631,000 0.14% of portfolio
14,596
Q2 2025 Added 1.57%
$211B
$612,000 0.14% of portfolio
21,169
Q2 2025 Added 2.84%
$88.5B
$566,000 0.13% of portfolio
2,474
Q2 2025 Added 1.1%
$0
$574,000 0.13% of portfolio
2,424
Q2 2025 Reduced 0.08%
$47.9B
$596,000 0.13% of portfolio
8,317
Q2 2025 Added 0.24%
$0
$569,000 0.13% of portfolio
3,134
Q2 2025 Added 6.24%
$0
$601,000 0.13% of portfolio
7,503
Q2 2025 Reduced 1.16%
$195B
$548,000 0.12% of portfolio
4,157
Q2 2025 Added 20.28%
$142B
$558,000 0.12% of portfolio
1,098
Q2 2025 Added 0.37%
$166B
$547,000 0.12% of portfolio
2,466
Q1 2025 Reduced 0.96%
$0
$516,000 0.11% of portfolio
2,922
Q2 2025 Added 5.56%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $452 Million
  • Prior Value $418 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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