§ 13F · FUND PROFILE
Wealth Dimensions Group, Ltd..
AUM · $558M (13F)Positions · 179Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 1.46M | $60M | 10.8% | +3% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 882K | $51M | 9.2% | +5% |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | 332K | $35M | 6.3% | −1% |
| 4 | PG | PROCTER & GAMBLE CO | 204K | $30M | 5.4% | ±0% |
| 5 | IVV | ISHARES TR | 37K | $28M | 4.9% | −5% |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | 205K | $26M | 4.7% | +1% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 156K | $25M | 4.4% | ±0% |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 574K | $23M | 4.1% | +2% |
| 9 | DFSV | DIMENSIONAL ETF TRUST | 587K | $23M | 4.1% | +1% |
| 10 | BSV | VANGUARD BD INDEX FDS | 250K | $19M | 3.5% | ±0% |
§ 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 $558 million in assets. The fund runs a portfolio of 179 positions.
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