Wealth Dimensions Group, Ltd.
Q2 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
173
- Value ($000)
$453,756
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $43.52M | 10 % | 740,377 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $42.82M | 9 % | 1,238,601 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $28.34M | 6 % | 177,882 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $26.28M | 6 % | 308,458 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $24.60M | 5 % | 39,628 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $21.91M | 5 % | 200,674 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $19.55M | 4 % | 146,688 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $18.98M | 4 % | 241,199 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $13.98M | 3 % | 483,005 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $13.44M | 3 % | 456,519 |
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