Wealth Dimensions Group, Ltd. has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $350 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $38.3M, Dimensional ETF Tr with a value of $27.2M, Procter & Gamble CO with a value of $27.2M, Ishares Core S&P 500 ETF with a value of $21.9M, and Vanguard Russell 1000 Value Et with a value of $19.5M.
Examining the 13F form we can see an increase of $11.9M in the current position value, from $339M to 350M.
Below you can find more details about Wealth Dimensions Group, Ltd. portfolio as well as his latest detailed transactions.