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
$0
$533,000 0.11% of portfolio
5,713
Q3 2025 Added 2.96%
$81.9B
$516,000 0.11% of portfolio
2,341
Q3 2025 Reduced 5.38%
$103B
$505,000 0.1% of portfolio
7,646
Q3 2025 Reduced 3.87%
$551B
$502,000 0.1% of portfolio
1,471
Q3 2025 Reduced 20.49%
$4.22B
$466,000 0.1% of portfolio
6,130
Q1 2025 New
$143B
$503,000 0.1% of portfolio
1,101
Q3 2025 Added 0.27%
$37.1B
$476,000 0.1% of portfolio
8,402
Q3 2025 Reduced 5.35%
$90.6B
$415,000 0.09% of portfolio
2,675
Q3 2025 Added 0.22%
$299B
$422,000 0.09% of portfolio
6,366
Q3 2025 Reduced 7.19%
$257B
$414,000 0.09% of portfolio
2,476
Q3 2025 Added 0.04%
$150B
$458,000 0.09% of portfolio
1,226
Q1 2025 Added 49.88%
$99.1B
$396,000 0.08% of portfolio
8,781
Q3 2025 Reduced 6.9%
$161B
$381,000 0.08% of portfolio
5,059
Q3 2025 Added 0.28%
$77.8B
$403,000 0.08% of portfolio
3,073
Q2 2025 Added 2.67%
$0
$385,000 0.08% of portfolio
12,207
Q3 2025 Added 0.83%
$167B
$398,000 0.08% of portfolio
2,760
Q3 2025 Reduced 5.93%
$0
$367,000 0.08% of portfolio
3,323
Q3 2025 Added 2.03%
$109B
$362,000 0.07% of portfolio
3,829
Q3 2025 Added 0.1%
$0
$347,000 0.07% of portfolio
3,739
Q3 2025 Reduced 48.72%
$0
$325,000 0.07% of portfolio
6,100
Q3 2025 Reduced 0.13%
$45.5B
$348,000 0.07% of portfolio
1,162
Q3 2025 Reduced 8.14%
$277B
$350,000 0.07% of portfolio
2,204
Q3 2025 Added 0.05%
$0
$337,000 0.07% of portfolio
1,095
Q3 2025 Added 2.82%
$260B
$360,000 0.07% of portfolio
4,694
Q3 2025 Added 0.15%
$409B
$360,000 0.07% of portfolio
389
Q3 2025 Reduced 8.47%
$11.2B
$325,000 0.07% of portfolio
2,232
Q1 2022 Reduced 7.84%
$272B
$287,000 0.06% of portfolio
2,240
Q2 2025 Added 0.09%
$0
$276,000 0.06% of portfolio
3,290
Q3 2025 Added 7.55%
$222B
$291,000 0.06% of portfolio
600
Q3 2025 Reduced 10.04%
$201B
$281,000 0.06% of portfolio
1,375
Q2 2025 New
$110B
$271,000 0.06% of portfolio
7,866
Q3 2025 Added 0.06%
$0
$293,000 0.06% of portfolio
5,865
Q3 2025 Reduced 5.43%
$0
$284,000 0.06% of portfolio
2,931
Q3 2025 Added 0.03%
$0
$273,000 0.06% of portfolio
5,048
Q3 2025 Added 6.16%
$134B
$275,000 0.06% of portfolio
1,164
Q2 2025 Reduced 0.6%
$0
$302,000 0.06% of portfolio
2,080
Q2 2025 Reduced 0.53%
$239B
$271,000 0.06% of portfolio
1,147
Q3 2025 Reduced 3.21%
$0
$281,000 0.06% of portfolio
9,500
Q1 2025 New
$0
$286,000 0.06% of portfolio
5,664
Q2 2025 Added 6.43%
$327B
$291,000 0.06% of portfolio
3,472
Q3 2025 Added 2.24%
$77B
$291,000 0.06% of portfolio
4,670
Q3 2025 Reduced 4.95%
$63.6B
$284,000 0.06% of portfolio
3,915
Q1 2025 New
$0
$271,000 0.06% of portfolio
1,299
Q3 2025 Added 0.08%
$0
$295,000 0.06% of portfolio
1,048
Q3 2025 Added 7.6%
$65.3B
$293,000 0.06% of portfolio
695
Q3 2025 Added 0.14%
$132B
$262,000 0.05% of portfolio
1,245
Q2 2025 Reduced 0.48%
$301B
$244,000 0.05% of portfolio
707
Q3 2025 Reduced 6.36%
$54.5B
$223,000 0.05% of portfolio
731
Q3 2025 New
$123B
$224,000 0.05% of portfolio
290
Q2 2025 New

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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