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
$290B
$485,000 0.11% of portfolio
6,859
Q2 2025 Added 1.09%
$106B
$496,000 0.11% of portfolio
1,539
Q1 2025 Reduced 7.29%
$0
$496,000 0.11% of portfolio
5,549
Q2 2025 Added 0.02%
$174B
$454,000 0.1% of portfolio
3,691
Q2 2025 New
$37.7B
$436,000 0.1% of portfolio
8,877
Q2 2025 Added 0.85%
$4.32B
$443,000 0.1% of portfolio
6,130
Q1 2025 New
$145B
$437,000 0.1% of portfolio
1,226
Q1 2025 Added 49.88%
$98.1B
$436,000 0.1% of portfolio
9,432
Q2 2025 Reduced 1.05%
$117B
$466,000 0.1% of portfolio
7,954
Q2 2025 Reduced 2.87%
$238B
$419,000 0.09% of portfolio
1,080
Q2 2025 Added 8.65%
$40B
$397,000 0.09% of portfolio
1,265
Q3 2024 Reduced 0.78%
$426B
$420,000 0.09% of portfolio
425
Q2 2025 Added 3.91%
$85.8B
$406,000 0.09% of portfolio
2,669
Q2 2025 Reduced 0.45%
$77.5B
$409,000 0.09% of portfolio
3,073
Q2 2025 Added 2.67%
$102B
$396,000 0.09% of portfolio
17,718
Q2 2025 Added 5.08%
$163B
$362,000 0.08% of portfolio
2,934
Q2 2025 Added 2.8%
$233B
$361,000 0.08% of portfolio
2,475
Q2 2025 Added 0.41%
$119B
$343,000 0.08% of portfolio
3,825
Q2 2025 Added 0.71%
$138B
$350,000 0.08% of portfolio
5,045
Q1 2025 Added 30.13%
$241B
$327,000 0.07% of portfolio
4,687
Q2 2025 Reduced 3.6%
$0
$321,000 0.07% of portfolio
1,153
Q1 2024 New
$152B
$308,000 0.07% of portfolio
1,031
Q2 2025 Reduced 0.96%
$0
$303,000 0.07% of portfolio
1,065
Q4 2024 Reduced 9.13%
$0
$294,000 0.07% of portfolio
6,108
Q2 2025 Reduced 1.85%
$0
$324,000 0.07% of portfolio
3,257
Q2 2025 Reduced 1.33%
$86.1B
$331,000 0.07% of portfolio
4,913
Q1 2025 Added 36.17%
$242B
$323,000 0.07% of portfolio
1,185
Q2 2025 Added 3.58%
$267B
$310,000 0.07% of portfolio
2,203
Q1 2025 Reduced 2.99%
$0
$304,000 0.07% of portfolio
6,202
Q2 2025 Added 22.11%
$185B
$270,000 0.06% of portfolio
667
Q4 2024 Added 65.1%
$0
$253,000 0.06% of portfolio
3,059
Q2 2025 Added 14.66%
$0
$280,000 0.06% of portfolio
2,080
Q2 2025 Reduced 0.53%
$0
$284,000 0.06% of portfolio
5,664
Q2 2025 Added 6.43%
$0
$250,000 0.06% of portfolio
1,298
Q2 2025 Added 0.23%
$134B
$267,000 0.06% of portfolio
1,164
Q2 2025 Reduced 0.6%
$96.8B
$290,000 0.06% of portfolio
3,172
Q2 2025 Added 0.03%
$313B
$272,000 0.06% of portfolio
3,396
Q2 2025 Added 4.78%
$263B
$271,000 0.06% of portfolio
2,240
Q2 2025 Added 0.09%
$11.8B
$281,000 0.06% of portfolio
2,232
Q1 2022 Reduced 7.84%
$142B
$289,000 0.06% of portfolio
1,245
Q2 2025 Reduced 0.48%
$153B
$251,000 0.06% of portfolio
1,375
Q2 2025 New
$0
$277,000 0.06% of portfolio
2,930
Q2 2025 Reduced 0.34%
$105B
$235,000 0.05% of portfolio
7,861
Q2 2025 Added 1.35%
$251B
$242,000 0.05% of portfolio
761
Q1 2025 Reduced 0.65%
$0
$246,000 0.05% of portfolio
974
Q2 2024 Reduced 2.4%
$0
$235,000 0.05% of portfolio
4,755
Q2 2025 New
$58.1B
$227,000 0.05% of portfolio
694
Q2 2025 Added 0.29%
$89.3B
$212,000 0.05% of portfolio
727
Q2 2025 New
$0
$240,000 0.05% of portfolio
9,500
Q1 2025 New

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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