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CIK: 0001846462
Total reported value
$558.3M
$558.3M
177 檔
31.3%
According to the latest 13F quarterly dataset, Wealth Dimensions Group, Ltd. managed an equity portfolio of $558.3M at the end of Q3 2025, spanning 177 distinct U.S. exchange-listed positions.
In Q3 2025, Wealth Dimensions Group, Ltd. displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 9.66% | -0.09% | +4.38% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 9.29% | -0.50% | +3.67% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.88% | +0.16% | +3.81% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.61% | -0.45% | -0.22% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.49% | -0.06% | +0.74% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.98% | +0.29% | +0.16% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.36% | -0.11% | +2.59% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.94% | -0.38% | +0.65% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.35% | -0.01% | -2.13% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.30% | +0.38% | +5.43% | |
| 11 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.28% | +0.07% | +9.67% | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.78% | +0.08% | +10.43% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.54% | +0.09% | -1.56% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.09% | -1.25% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.79% | -0.32% | +7.87% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | +0.07% | -7.10% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | -0.12% | -1.09% | |
| 18 | IOT | Samsara Inc-cl A | Stock-Tech | 1.20% | -0.06% | +0.74% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.77% | -0.02% | -0.93% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.64% | +0.06% | -0.35% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.04% | +0.56% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.13% | -0.55% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +0.04% | -5.74% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.05% | -2.85% | |
| 25 | CTAS | Cintas CORP | Stock-Industrials | 0.54% | -0.04% | — | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.03% | -0.14% | |
| 27 | GE | General Electric | Stock-Industrials | 0.53% | +0.12% | -0.01% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.51% | -0.05% | -0.68% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.04% | -2.21% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.01% | +16.26% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.02% | +1.41% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | +0.01% | -1.96% | |
| 33 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.48% | +0.03% | +0.11% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | +0.02% | -1.99% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.14% | -1.32% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.03% | +2.29% | |
| 37 | FITB | Fifth Third Bancorp | Stock-Financials | 0.38% | +0.04% | -40.80% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.37% | +0.01% | -3.34% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.36% | -0.03% | -2.16% | |
| 40 | ORGO | Organogenesis Holdings Inc | Stock-Other | 0.35% | -0.12% | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | +0.01% | +8.40% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.01% | +2.59% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | +0.02% | -5.36% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.30% | -0.02% | +0.46% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | -0.01% | -2.88% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.03% | +23.48% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.04% | +0.40% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.02% | -0.02% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | +0.01% | -1.50% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.04% | -14.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +0.6% | +4.38% | Add |
| 2 | VONG | Vanguard Russell 1000 Growth | +0.6% | +0.16% | Add |
| 3 | CTAS | Cintas CORP | +0.4% | — | Add |
| 4 | DFAE | Dimensional Emerging Core Eq | +0.4% | +5.43% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | -7.10% | Trim |
| 6 | DFSV | Dimensional US Small Cap Val | +0.3% | +9.67% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +0.74% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | -0.14% | Trim |
| 9 | MSFT | Microsoft CORP | +0.2% | -1.25% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -2.85% | Trim |
| 11 | ORCL | Oracle CORP | +0.1% | -0.02% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +16.26% | Add |
| 13 | GEV | GE Vernova Inc | +0.1% | +1.25% | Trim |
| 14 | TSLA | Tesla Inc | +0.1% | -5.36% | Trim |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.93% | Trim |
| 16 | DFAR | Dimensional US Real Est ETF | +0.1% | +10.43% | Add |
| 17 | GE | General Electric | +0.1% | -0.01% | Trim |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +23.48% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.56% | Trim |
| 20 | VTWO | Vanguard Russell 2000 ETF | 0% | -0.35% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | +8.40% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.40% | Add |
| 23 | VONV | Vanguard Russell 1000 Value | 0% | +3.81% | Add |
| 24 | VUG | Vanguard Growth ETF | 0% | -0.79% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | -14.95% | Trim |
| 26 | VTWV | Vanguard Russell 2000 Value | 0% | +0.11% | Add |
| 27 | META | Meta Platforms Inc-class A | 0% | +2.59% | Trim |
| 28 | IEMG | Ishares Core Msci Emerging | — | -5.74% | Trim |
| 29 | IEFA | Ishares Core Msci Eafe ETF | 0% | -1.09% | Trim |
| 30 | AMZN | Amazon.com Inc | 0% | +0.56% | Trim |
| 31 | IVE | Ishares S&p 500 Value ETF | 0% | +1.41% | Add |
| 32 | VO | Vanguard Mid-cap ETF | 0% | -1.96% | Trim |
| 33 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +2.59% | Add |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | -0.1% | -48.72% | Trim |
| 35 | DFCF | Dimensional Core Fixed Inc | -0.1% | +7.87% | Add |
| 36 | AAPL | Apple Inc | -0.1% | -2.13% | Trim |
| 37 | FITB | Fifth Third Bancorp | -0.3% | -40.80% | Trim |
| 38 | PG | Procter & Gamble Co/the | -1.2% | -0.22% | Add |
| 39 | VGSH | Vanguard Short-term Treasury | -1.2% | +3.67% | Add |
| 40 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | New buy |
| 41 | MU | Micron Technology Inc | — | NEW | New buy |
| 42 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 43 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 44 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 45 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 46 | ET | Energy Transfer LP | — | NEW | New buy |
| 47 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 48 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 49 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 50 | GD | General Dynamics CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Wealth Dimensions Group, Ltd. reported a total U.S. public equity portfolio value of $558.3M across 177 disclosed positions in Q3 2025.
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 DFAI, VGSH, VONV) accounted for 31.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
FBTC
市值: $948.2K
Top Position Liquidated / Trimmed
LULU
前期市值: $258.0K
During Q3 2025, Wealth Dimensions Group, Ltd.'s top holdings by market value included DFAI (9.7%)、VGSH (9.3%)、VONV (5.9%). The largest single position, DFAI, represented 9.7% of total portfolio value.
In Q3 2025, Wealth Dimensions Group, Ltd. made 50 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 19 holdings, and fully liquidating 1 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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