Wealth Dimensions Group, Ltd. Portfolio Holdings

Wealth Dimensions Group, Ltd.

  • $408 Million
  • Q4 2024

Wealth Dimensions Group, Ltd. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $408 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $41.8M, Dimensional ETF Tr with a value of $33.1M, Procter & Gamble CO with a value of $28.1M, Vanguard Russell 1000 Value Et with a value of $23.3M, and Ishares Core S&P 500 ETF with a value of $23.2M.

Examining the 13F form we can see an increase of $13.5M in the current position value, from $394M to 408M.

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

Portfolio value $408 Million
ETFs: $277 Million
Technology: $45.4 Million
Consumer Defensive: $31.8 Million
Healthcare: $12.8 Million
Financial Services: $11 Million
Consumer Cyclical: $8.41 Million
Industrials: $7.04 Million
Communication Services: $7.04 Million
Other: $6.92 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.1 Million 0.27% of portfolio
9,582
Q4 2024 Added 8.17%
$363B
$1.02 Million 0.25% of portfolio
5,738
Q4 2024 Added 24.39%
$0
$1.01 Million 0.25% of portfolio
5,673
Q4 2024 Reduced 6.6%
$0
$981,000 0.24% of portfolio
4,440
Q4 2024 Added 31.59%
$0
$965,000 0.24% of portfolio
1,792
Q4 2024 Added 6.48%
$164B
$951,000 0.23% of portfolio
3,649
Q4 2024 Added 5.04%
$516B
$938,000 0.23% of portfolio
1,782
Q4 2024 Added 73.18%
$0
$896,000 0.22% of portfolio
14,391
Q4 2024 Added 15.33%
$325B
$898,000 0.22% of portfolio
6,201
Q4 2024 Added 3.47%
$0
$895,000 0.22% of portfolio
4,919
Q4 2024 Added 50.02%
$219B
$873,000 0.21% of portfolio
3,972
Q4 2024 Added 1.02%
$0
$843,000 0.21% of portfolio
6,423
Q4 2024 Reduced 2.3%
$0
$856,000 0.21% of portfolio
2,086
Q4 2024 Reduced 5.01%
$0
$817,000 0.2% of portfolio
9,249
Q4 2024 Added 92.93%
$683B
$833,000 0.2% of portfolio
1,838
Q4 2024 Reduced 2.18%
$380B
$802,000 0.2% of portfolio
4,815
Q4 2024 Reduced 0.54%
$103B
$763,000 0.19% of portfolio
4,312
Q4 2024 Added 22.08%
$141B
$738,000 0.18% of portfolio
27,845
Q4 2024 Added 14.62%
$172B
$726,000 0.18% of portfolio
4,730
Q4 2024 Added 0.47%
$0
$741,000 0.18% of portfolio
6,792
Q4 2024 Reduced 1.06%
$179B
$674,000 0.17% of portfolio
6,054
Q4 2024 Added 11.25%
$250B
$680,000 0.17% of portfolio
11,489
Q4 2024 Added 1.03%
$90B
$664,000 0.16% of portfolio
15,667
Q4 2024 Reduced 3.94%
$99.2B
$650,000 0.16% of portfolio
7,908
Q4 2024 Added 1.0%
$116B
$637,000 0.16% of portfolio
1,312
Q4 2024 Reduced 6.22%
$61.8B
$616,000 0.15% of portfolio
1,186
Q4 2024 Added 0.85%
$331B
$626,000 0.15% of portfolio
14,252
Q4 2024 Added 127.56%
$142B
$614,000 0.15% of portfolio
2,490
Q4 2024 Added 0.77%
$416B
$594,000 0.15% of portfolio
667
Q4 2024 Added 7.93%
$0
$581,000 0.14% of portfolio
2,422
Q4 2024 Added 19.66%
$0
$559,000 0.14% of portfolio
7,352
Q4 2024 Reduced 3.22%
$561B
$563,000 0.14% of portfolio
1,782
Q4 2024 Added 11.79%
$47.8B
$525,000 0.13% of portfolio
8,587
Q4 2024 Reduced 28.47%
$128B
$516,000 0.13% of portfolio
9,132
Q4 2024 Added 0.46%
$0
$516,000 0.13% of portfolio
2,946
Q4 2024 Reduced 2.29%
$28.1B
$535,000 0.13% of portfolio
8,859
Q4 2024 Added 0.09%
$0
$504,000 0.12% of portfolio
10,554
Q4 2024 Added 38.03%
$206B
$489,000 0.12% of portfolio
3,222
Q4 2024 Added 4.14%
$241B
$507,000 0.12% of portfolio
4,219
Q4 2024 Reduced 0.12%
$0
$486,000 0.12% of portfolio
7,164
Q4 2024 Added 4.17%
$229B
$481,000 0.12% of portfolio
4,255
Q4 2024 Added 12.3%
$93.6B
$471,000 0.12% of portfolio
2,339
Q4 2024 Reduced 1.47%
$189B
$501,000 0.12% of portfolio
12,547
Q4 2024 Reduced 1.24%
$201B
$468,000 0.11% of portfolio
20,557
Q4 2024 Reduced 0.38%
$0
$432,000 0.11% of portfolio
13,741
Q4 2024 Reduced 2.07%
$304B
$455,000 0.11% of portfolio
7,313
Q4 2024 Added 1.51%
$140B
$462,000 0.11% of portfolio
1,091
Q4 2024 Added 9.98%
$270B
$425,000 0.1% of portfolio
1,274
Q4 2024 Added 4.26%
$130B
$388,000 0.1% of portfolio
3,915
Q4 2024 Added 48.41%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $408 Million
  • Prior Value $394 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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