Wealth Dimensions Group, Ltd.
Q1 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
161
- Value ($000)
$418,936
- Date Filed05/05/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $43.93M | 11 % | 748,434 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $37.79M | 9 % | 1,209,947 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $28.31M | 7 % | 166,123 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $24.53M | 6 % | 297,155 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $22.09M | 5 % | 39,312 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $19.14M | 5 % | 244,475 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $18.53M | 4 % | 143,688 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $18.19M | 4 % | 195,987 | ||
AAPL APPLE INC | COM | 037833100 | $14.60M | 4 % | 65,739 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $12.30M | 3 % | 437,060 |
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