§ 13F · FUND PROFILE
Wealth Dimensions Group, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $453.8T (13F)Positions · 173Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 1.37M | $52.2T | 10.4% | +6% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 806K | $47.3T | 9.4% | +5% |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | 331K | $30.6T | 6.1% | +3% |
| 4 | PG | PROCTER AND GAMBLE CO | 205K | $29.4T | 5.8% | +16% |
| 5 | IVV | ISHARES TR | 40K | $27.2T | 5.4% | −1% |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | 200K | $24.3T | 4.8% | −1% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 154K | $22.1T | 4.4% | +2% |
| 8 | BSV | VANGUARD BD INDEX FDS | 247K | $19.5T | 3.9% | +2% |
| 9 | DFSV | DIMENSIONAL ETF TRUST | 555K | $18.3T | 3.6% | +11% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 535K | $17.4T | 3.5% | +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 $453756.0 trillion in assets. The fund runs a portfolio of 173 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed