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CIK: 0001846462
Total reported value
$558.3M
$558.3M
147 檔
26.9%
During the Q3 2024 filing period, Wealth Dimensions Group, Ltd. (CIK: 0001846462) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $558.3M across 147 reported positions.
In Q3 2024, Wealth Dimensions Group, Ltd. displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 10.37% | -0.50% | +5.11% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 8.63% | -0.09% | +16.86% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 7.40% | -0.45% | +2.47% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.83% | -0.06% | -0.10% | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.82% | +0.16% | +8.04% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.65% | +0.29% | +4.44% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.63% | -0.38% | -0.22% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.45% | -0.11% | +4.22% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.63% | -0.01% | -0.53% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.75% | +0.07% | +20.97% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.73% | +0.09% | -1.28% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.65% | +0.38% | +19.53% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.57% | +0.08% | +12.65% | |
| 14 | IOT | Samsara Inc-cl A | Stock-Tech | 2.57% | -0.06% | -7.10% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.09% | +3.88% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.50% | -0.12% | -1.53% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.07% | +13.31% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.10% | -0.32% | +305.45% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | -0.02% | -1.21% | |
| 20 | FITB | Fifth Third Bancorp | Stock-Financials | 0.76% | +0.04% | -1.90% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.13% | +2.55% | |
| 22 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.68% | +0.06% | -0.19% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.04% | +23.13% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | +0.04% | -0.85% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.58% | -0.05% | -0.31% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.02% | -0.87% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.04% | -0.05% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.55% | +0.02% | +0.03% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.14% | +1.68% | |
| 30 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.53% | +0.03% | -0.30% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.52% | +0.01% | -0.52% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.51% | +0.01% | -1.44% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.01% | +2.42% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.05% | +1.21% | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 0.42% | -0.03% | -0.68% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.37% | -0.02% | +2.12% | |
| 37 | GE | General Electric | Stock-Industrials | 0.35% | +0.12% | -1.59% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | -0.03% | -6.21% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.31% | — | -0.07% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.06% | +4.84% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.01% | +1.79% | |
| 42 | ORGO | Organogenesis Holdings Inc | Stock-Other | 0.30% | -0.12% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.01% | +3.37% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | +0.02% | +10.14% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.28% | -0.01% | -3.47% | |
| 46 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.28% | +0.02% | +0.94% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.28% | -0.01% | -1.32% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | +0.04% | -0.19% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.01% | -1.31% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | +0.01% | -0.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +0.9% | +16.86% | Add |
| 2 | DFCF | Dimensional Core Fixed Inc | +0.8% | +305.45% | Add |
| 3 | IOT | Samsara Inc-cl A | +0.4% | -7.10% | Trim |
| 4 | DFSV | Dimensional US Small Cap Val | +0.4% | +20.97% | Add |
| 5 | DFAR | Dimensional US Real Est ETF | +0.4% | +12.65% | Add |
| 6 | DFAE | Dimensional Emerging Core Eq | +0.3% | +19.53% | Add |
| 7 | VONV | Vanguard Russell 1000 Value | +0.3% | +8.04% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | +10.14% | Add |
| 9 | SBUX | Starbucks CORP | +0.1% | NEW | New buy |
| 10 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 11 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 12 | CB | Chubb Limited | +0.1% | NEW | New buy |
| 13 | NSC | Norfolk Southern CORP | +0.1% | NEW | New buy |
| 14 | CTAS | Cintas CORP | +0.1% | NEW | New buy |
| 15 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +77.43% | Add |
| 16 | PFF | Ishares Preferred & Income S | +0.1% | +82.72% | Add |
| 17 | XLP | Ss Consumer Staples Sel Sect | +0.1% | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | 0% | +23.13% | Add |
| 19 | MCD | Mcdonald's CORP | 0% | +4.84% | Add |
| 20 | FITB | Fifth Third Bancorp | 0% | -1.90% | Trim |
| 21 | DVY | Ishares Select Dividend ETF | 0% | +14.83% | Add |
| 22 | IBM | Intl Business Machines CORP | 0% | -0.83% | Trim |
| 23 | VNQ | Vanguard Real Estate ETF | 0% | -0.07% | Trim |
| 24 | LMT | Lockheed Martin CORP | 0% | +0.21% | Add |
| 25 | GE | General Electric | 0% | -1.59% | Trim |
| 26 | CINF | Cincinnati Financial CORP | 0% | +0.94% | Add |
| 27 | META | Meta Platforms Inc-class A | 0% | +5.59% | Add |
| 28 | VYM | Vanguard High Dvd Yield ETF | — | +4.22% | Add |
| 29 | DUK | Duke Energy CORP | — | -0.68% | Trim |
| 30 | NVDA | Nvidia CORP | 0% | +13.31% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | -0.05% | Trim |
| 32 | VTWV | Vanguard Russell 2000 Value | 0% | -0.30% | Trim |
| 33 | IWD | Ishares Russell 1000 Value E | 0% | +0.03% | Add |
| 34 | VO | Vanguard Mid-cap ETF | 0% | -0.52% | Trim |
| 35 | IWN | Ishares Russell 2000 Value E | 0% | -1.44% | Trim |
| 36 | VTWO | Vanguard Russell 2000 ETF | 0% | -0.19% | Trim |
| 37 | IVE | Ishares S&p 500 Value ETF | 0% | -0.87% | Trim |
| 38 | IEMG | Ishares Core Msci Emerging | 0% | -0.85% | Trim |
| 39 | HUM | Humana Inc | -0.1% | -25.04% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | -0.1% | -6.43% | Trim |
| 41 | QCOM | Qualcomm Inc | -0.1% | +0.04% | Add |
| 42 | AAPL | Apple Inc | -0.1% | -0.53% | Trim |
| 43 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -1.53% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.1% | +1.21% | Add |
| 45 | VONG | Vanguard Russell 1000 Growth | -0.2% | +4.44% | Add |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -1.28% | Trim |
| 47 | PG | Procter & Gamble Co/the | -0.3% | +2.47% | Add |
| 48 | IVV | Ishares Core S&p 500 ETF | -0.4% | -0.10% | Trim |
| 49 | BSV | Vanguard Short-term Bond ETF | -0.5% | -0.22% | Trim |
| 50 | VGSH | Vanguard Short-term Treasury | -0.5% | +5.11% | Add |
According to official SEC Form 13F filings, Wealth Dimensions Group, Ltd. reported a total U.S. public equity portfolio value of $558.3M across 147 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, DFAI, PG) accounted for 26.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
SBUX
市值: $240.3K
Top Position Liquidated / Trimmed
IVV
前期市值: $21.9M
During Q3 2024, Wealth Dimensions Group, Ltd.'s top holdings by market value included VGSH (10.4%)、DFAI (8.6%)、PG (7.4%). The largest single position, VGSH, represented 10.4% of total portfolio value.
In Q3 2024, Wealth Dimensions Group, Ltd. made 50 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 20 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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