Wealth Dimensions Group, Ltd. Portfolio Holdings

Wealth Dimensions Group, Ltd.

  • $418 Million
  • Q1 2025

Wealth Dimensions Group, Ltd. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $418 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $43.9M, Dimensional ETF Tr with a value of $37.8M, Procter & Gamble CO with a value of $28.3M, Vanguard Russell 1000 Value Et with a value of $24.5M, and Ishares Core S&P 500 ETF with a value of $22.1M.

Examining the 13F form we can see an increase of $10.5M in the current position value, from $408M to 418M.

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

Portfolio value $418 Million
ETFs: $290 Million
Technology: $39 Million
Consumer Defensive: $32.5 Million
Healthcare: $14.5 Million
Financial Services: $11.7 Million
Industrials: $8.69 Million
Consumer Cyclical: $7.6 Million
Communication Services: $6.63 Million
Other: $7.97 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$478,000 0.11% of portfolio
2,768
Q1 2025 Added 121.97%
$0
$453,000 0.11% of portfolio
5,548
Q4 2024 Added 19.08%
$22.4B
$400,000 0.1% of portfolio
1,951
Q1 2025 New
$0
$418,000 0.1% of portfolio
13,616
Q1 2025 Reduced 0.91%
$119B
$398,000 0.1% of portfolio
3,798
Q1 2025 Reduced 2.99%
$3.91B
$438,000 0.1% of portfolio
6,130
Q1 2025 New
$141B
$357,000 0.09% of portfolio
5,045
Q1 2025 Added 30.13%
$287B
$387,000 0.09% of portfolio
739
Q1 2025 Added 1.37%
$104B
$386,000 0.09% of portfolio
1,096
Q1 2025 Added 8.95%
$219B
$357,000 0.09% of portfolio
4,862
Q1 2025 Added 1.27%
$88.2B
$382,000 0.09% of portfolio
16,861
Q1 2025 Added 0.9%
$431B
$386,000 0.09% of portfolio
409
Q1 2025 Added 7.92%
$78.8B
$393,000 0.09% of portfolio
2,681
Q1 2025 Added 1.94%
$30.5B
$383,000 0.09% of portfolio
8,802
Q1 2025 Reduced 0.64%
$190B
$327,000 0.08% of portfolio
994
Q1 2025 Added 5.63%
$193B
$324,000 0.08% of portfolio
1,041
Q1 2025 Reduced 0.76%
$133B
$333,000 0.08% of portfolio
1,226
Q1 2025 Added 49.88%
$76.1B
$328,000 0.08% of portfolio
2,993
Q1 2025 Added 1.11%
$142B
$347,000 0.08% of portfolio
2,854
Q1 2025 Added 0.42%
$214B
$326,000 0.08% of portfolio
2,465
Q1 2025 Reduced 5.59%
$90.9B
$333,000 0.08% of portfolio
4,913
Q1 2025 Added 36.17%
$154B
$331,000 0.08% of portfolio
667
Q4 2024 Added 65.1%
$0
$281,000 0.07% of portfolio
2,940
Q4 2024 Reduced 1.64%
$10.4B
$293,000 0.07% of portfolio
2,232
Q1 2022 Reduced 7.84%
$0
$300,000 0.07% of portfolio
24,295
Q2 2024 Reduced 19.0%
$99.9B
$310,000 0.07% of portfolio
1,539
Q1 2025 Reduced 7.29%
$0
$273,000 0.07% of portfolio
1,065
Q4 2024 Reduced 9.13%
$105B
$311,000 0.07% of portfolio
3,171
Q1 2025 Added 15.69%
$136B
$276,000 0.07% of portfolio
1,171
Q1 2025 Added 14.58%
$260B
$307,000 0.07% of portfolio
1,144
Q1 2025 Reduced 10.2%
$28B
$257,000 0.06% of portfolio
911
Q1 2025 Added 0.22%
$95.4B
$262,000 0.06% of portfolio
7,756
Q1 2025 Reduced 2.46%
$30.8B
$235,000 0.06% of portfolio
891
Q1 2025 Reduced 2.41%
$43.7B
$251,000 0.06% of portfolio
1,265
Q3 2024 Reduced 0.78%
$224B
$257,000 0.06% of portfolio
2,203
Q1 2025 Reduced 2.99%
$0
$252,000 0.06% of portfolio
5,079
Q1 2025 Added 11.31%
$284B
$232,000 0.06% of portfolio
3,241
Q1 2025 Added 8.21%
$0
$243,000 0.06% of portfolio
1,153
Q1 2024 New
$0
$271,000 0.06% of portfolio
6,223
Q3 2024 Reduced 0.32%
$0
$238,000 0.06% of portfolio
1,633
Q4 2023 New
$149B
$264,000 0.06% of portfolio
1,251
Q1 2025 Added 26.24%
$249B
$249,000 0.06% of portfolio
2,238
Q4 2024 Added 0.31%
$0
$255,000 0.06% of portfolio
2,091
Q1 2025 New
$0
$265,000 0.06% of portfolio
5,322
Q1 2024 Reduced 0.47%
$0
$214,000 0.05% of portfolio
2,035
Q3 2023 Reduced 31.67%
$221B
$204,000 0.05% of portfolio
761
Q1 2025 Reduced 0.65%
$117B
$205,000 0.05% of portfolio
681
Q1 2025 New
$53.8B
$230,000 0.05% of portfolio
3,915
Q1 2025 New
$0
$228,000 0.05% of portfolio
9,500
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $418 Million
  • Prior Value $408 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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