Wealth Dimensions Group, Ltd.
Q3 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
180
- Value ($000)
$486,466
- Date Filed10/30/2025
- Form type13F-HR
- CIK0001846462
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $47.00 M | 10 % | 1,292,913 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $45.17 M | 9 % | 767,539 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $28.62 M | 6 % | 320,217 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $27.27 M | 6 % | 177,492 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $26.72 M | 6 % | 39,920 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $24.22 M | 5 % | 201,004 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $21.21 M | 4 % | 150,486 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $19.16 M | 4 % | 242,762 | ||
AAPL APPLE INC | COM | 037833100 | $16.28 M | 3 % | 63,929 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $16.06 M | 3 % | 509,241 |
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