Wealth Dimensions Group, Ltd.

Est. AUM

$507.7M

13F long equity, this entity only

Positions

170

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$55.4M	1422691	10.92%	SOLE
2	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$49.3M	842298	9.71%	SOLE
3	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$31.3M	333782	6.16%	SOLE
4	PROCTER & GAMBLE CO	COM	$29.5M	204434	5.82%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$25.4M	38809	4.99%	SOLE
6	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$23.0M	155197	4.53%	SOLE
7	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$22.4M	204331	4.41%	SOLE
8	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$20.4M	581269	4.01%	SOLE
9	VANGUARD BD INDEX FDS	SHORT TRM BOND	$19.7M	250969	3.88%	SOLE
10	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$19.0M	562413	3.75%	SOLE
11	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$16.6M	703935	3.28%	SOLE
12	APPLE INC	COM	$16.1M	63253	3.16%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.8M	18147	2.32%	SOLE
14	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$9.6M	226602	1.88%	SOLE
15	NVIDIA CORPORATION	COM	$8.7M	49878	1.71%	SOLE
16	ISHARES TR	CORE MSCI EAFE	$7.2M	79407	1.42%	SOLE
17	MICROSOFT CORP	COM	$6.4M	17212	1.25%	SOLE
18	SAMSARA INC	COM CL A	$5.0M	159266	0.99%	SOLE
19	ISHARES TR	RUS 1000 GRW ETF	$3.4M	7921	0.67%	SOLE
20	ELI LILLY & CO	COM	$3.3M	3596	0.65%	SOLE
21	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.1M	30481	0.60%	SOLE
22	JOHNSON & JOHNSON	COM	$3.0M	12432	0.60%	SOLE
23	ISHARES INC	CORE MSCI EMKT	$2.9M	41716	0.57%	SOLE
24	ALPHABET INC	CAP STK CL C	$2.9M	10036	0.57%	SOLE
25	EXXON MOBIL CORP	COM	$2.7M	16143	0.54%	SOLE
26	AMAZON COM INC	COM	$2.7M	12987	0.53%	SOLE
27	ISHARES TR	CORE 1 5 YR USD	$2.5M	51209	0.49%	SOLE
28	CINTAS CORP	COM	$2.5M	14612	0.49%	SOLE
29	VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$2.4M	14087	0.46%	SOLE
30	VANGUARD INDEX FDS	MID CAP ETF	$2.3M	8116	0.46%	SOLE
31	ISHARES TR	S&P 500 VAL ETF	$2.3M	10965	0.46%	SOLE
32	GE AEROSPACE	COM NEW	$2.3M	8151	0.46%	SOLE
33	ISHARES TR	RUS 1000 VAL ETF	$2.3M	10772	0.45%	SOLE
34	JPMORGAN CHASE & CO	COM	$2.2M	7613	0.44%	SOLE
35	BROADCOM INC	COM	$2.0M	6502	0.40%	SOLE
36	MERCK & CO INC	COM	$1.9M	15704	0.37%	SOLE
37	ISHARES TR	CORE US AGGBD ET	$1.9M	18663	0.36%	SOLE
38	ISHARES TR	RUS 2000 VAL ETF	$1.8M	9360	0.35%	SOLE
39	FIFTH THIRD BANCORP	COM	$1.8M	37671	0.34%	SOLE
40	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	2895	0.34%	SOLE
41	DUKE ENERGY CORP NEW	COM NEW	$1.7M	12795	0.33%	SOLE
42	ALPHABET INC	CAP STK CL A	$1.6M	5537	0.31%	SOLE
43	GE VERNOVA INC	COM	$1.6M	1798	0.31%	SOLE
44	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	4886	0.31%	SOLE
45	CHEVRON CORPORATION	COM	$1.5M	7035	0.29%	SOLE
46	INVESCO QQQ TR	UNIT SER 1	$1.3M	2261	0.26%	SOLE
47	MCDONALDS CORP	COM	$1.2M	4011	0.25%	SOLE
48	META PLATFORMS INC	CL A	$1.2M	2175	0.25%	SOLE
49	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	21891	0.24%	SOLE
50	ISHARES TR	CORE S&P SCP ETF	$1.2M	9952	0.24%	SOLE

1–50 of 170

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.