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CIK: 0001846462
Total reported value
$558.3M
$558.3M
153 檔
26.8%
According to the latest 13F quarterly dataset, Wealth Dimensions Group, Ltd. managed an equity portfolio of $558.3M at the end of Q4 2024, spanning 153 distinct U.S. exchange-listed positions.
In Q4 2024, Wealth Dimensions Group, Ltd. displayed an active expansion posture, initiating 9 new positions and adding to 29 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 | 10.24% | -0.50% | +3.61% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 8.11% | -0.09% | +5.82% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 6.87% | -0.45% | -0.81% | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.70% | +0.16% | +3.89% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.68% | -0.06% | -1.42% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.78% | +0.29% | -0.75% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.64% | -0.38% | +5.48% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.38% | -0.11% | +2.27% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.99% | -0.01% | +5.71% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.90% | +0.07% | +9.26% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | +0.09% | -0.43% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.62% | +0.38% | +10.52% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.43% | +0.08% | +7.99% | |
| 14 | IOT | Samsara Inc-cl A | Stock-Tech | 2.16% | -0.06% | -4.27% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.09% | +4.00% | |
| 16 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.68% | -0.32% | +65.74% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.07% | +15.65% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.33% | -0.12% | +1.58% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | -0.02% | -5.08% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.04% | +0.62% | |
| 21 | FITB | Fifth Third Bancorp | Stock-Financials | 0.72% | +0.04% | -0.28% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.13% | +7.98% | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.66% | +0.06% | +0.17% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.05% | +16.79% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.56% | -0.05% | +1.05% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | -0.02% | -0.84% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.53% | +0.04% | -0.15% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.52% | +0.02% | -1.10% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.52% | +0.01% | +2.01% | |
| 30 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.50% | +0.03% | -0.20% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.04% | -2.76% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.46% | +0.01% | -5.01% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.14% | -3.62% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.03% | +30.88% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.03% | +77.96% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | -0.01% | +2.81% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.38% | -0.03% | +0.37% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.01% | +18.97% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.02% | -13.44% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.34% | -0.02% | -0.03% | |
| 41 | ORGO | Organogenesis Holdings Inc | Stock-Other | 0.32% | -0.12% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.01% | +3.67% | |
| 43 | GE | General Electric | Stock-Industrials | 0.30% | +0.12% | +1.95% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.01% | +33.68% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.04% | +16.71% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.06% | +3.08% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.29% | — | +2.43% | |
| 48 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.28% | +0.02% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.04% | +33.00% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.01% | +22.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | +0.6% | +65.74% | Add |
| 2 | AAPL | Apple Inc | +0.4% | +5.71% | Add |
| 3 | NVDA | Nvidia CORP | +0.3% | +15.65% | Add |
| 4 | AVGO | Broadcom Inc | +0.2% | +77.96% | Add |
| 5 | DFSV | Dimensional US Small Cap Val | +0.2% | +9.26% | Add |
| 6 | VONG | Vanguard Russell 1000 Growth | +0.1% | -0.75% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +16.79% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +0.62% | Add |
| 9 | MA | Mastercard Inc - A | +0.1% | +73.18% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +18.97% | Add |
| 11 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +92.93% | Add |
| 12 | BAC | Bank Of America CORP | +0.1% | +127.56% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | -13.44% | Trim |
| 14 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +33.68% | Add |
| 16 | VCIT | Vanguard Int-term Corporate | +0.1% | NEW | New buy |
| 17 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +50.02% | Add |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.1% | +30.88% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +33.00% | Add |
| 20 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 21 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.71% | Add |
| 23 | CMI | Cummins Inc | +0.1% | NEW | New buy |
| 24 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 25 | AXP | American Express Co | +0.1% | NEW | New buy |
| 26 | IWM | Ishares Russell 2000 ETF | +0.1% | +31.59% | Add |
| 27 | BA | Boeing Co/the | +0.1% | +22.08% | Add |
| 28 | HON | Honeywell International Inc | +0.1% | NEW | New buy |
| 29 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 30 | BSV | Vanguard Short-term Bond ETF | 0% | +5.48% | Add |
| 31 | DFAE | Dimensional Emerging Core Eq | 0% | +10.52% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.43% | Trim |
| 33 | LMT | Lockheed Martin CORP | -0.1% | -6.22% | Trim |
| 34 | AMGN | Amgen Inc | -0.1% | +5.04% | Add |
| 35 | CB | Chubb Limited | -0.1% | EXIT | Sold out |
| 36 | NSC | Norfolk Southern CORP | -0.1% | EXIT | Sold out |
| 37 | CTAS | Cintas CORP | -0.1% | EXIT | Sold out |
| 38 | MRK | Merck & Co. Inc. | -0.1% | +2.81% | Add |
| 39 | LLY | Eli Lilly & Co | -0.1% | +7.98% | Add |
| 40 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +2.27% | Add |
| 41 | IEMG | Ishares Core Msci Emerging | -0.1% | -0.15% | Trim |
| 42 | XOM | Exxon Mobil CORP | -0.1% | -3.62% | Trim |
| 43 | JNJ | Johnson & Johnson | -0.1% | -2.76% | Trim |
| 44 | VONV | Vanguard Russell 1000 Value | -0.1% | +3.89% | Add |
| 45 | VGSH | Vanguard Short-term Treasury | -0.1% | +3.61% | Add |
| 46 | DFAR | Dimensional US Real Est ETF | -0.1% | +7.99% | Add |
| 47 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +1.58% | Add |
| 48 | IOT | Samsara Inc-cl A | -0.4% | -4.27% | Trim |
| 49 | DFAI | Dimensional International Co | -0.5% | +5.82% | Add |
| 50 | PG | Procter & Gamble Co/the | -0.5% | -0.81% | Trim |
According to official SEC Form 13F filings, Wealth Dimensions Group, Ltd. reported a total U.S. public equity portfolio value of $558.3M across 153 disclosed positions in Q4 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 26.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
COST
市值: $347.6K
Top Position Liquidated / Trimmed
CB
前期市值: $225.1K
During Q4 2024, Wealth Dimensions Group, Ltd.'s top holdings by market value included VGSH (10.2%)、DFAI (8.1%)、PG (6.9%). The largest single position, VGSH, represented 10.2% of total portfolio value.
In Q4 2024, Wealth Dimensions Group, Ltd. made 50 total portfolio adjustments, initiating 9 new buys, adding to 29 positions, trimming 9 holdings, and fully liquidating 3 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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