§ 13F · FUND PROFILE
Wealth Dimensions Group, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $486M (13F)Positions · 181Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 1.42M | $55M | 10.9% | +4% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 842K | $49M | 9.7% | +5% |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | 334K | $31M | 6.2% | +1% |
| 4 | PG | PROCTER & GAMBLE CO | 204K | $30M | 5.8% | ±0% |
| 5 | IVV | ISHARES TR | 39K | $25M | 5.0% | −2% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 155K | $23M | 4.5% | +1% |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | 204K | $22M | 4.4% | +2% |
| 8 | DFSV | DIMENSIONAL ETF TRUST | 581K | $20M | 4.0% | +5% |
| 9 | BSV | VANGUARD BD INDEX FDS | 251K | $20M | 3.9% | +2% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 562K | $19M | 3.7% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Dimensions Group, Ltd. is a Other fund managing $486 million in assets. The fund runs a portfolio of 181 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed