Wealth Dimensions Group, Ltd.

Q3 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    180

  • Value ($000)

    $486,466

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0001846462
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$47.00M
10 %

1,292,913

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$45.17M
9 %

767,539

V
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
92206C714
$28.62M
6 %

320,217

P
PG

PROCTER AND GAMBLE CO

COM
742718109
$27.27M
6 %

177,492

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$26.72M
6 %

39,920

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$24.22M
5 %

201,004

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$21.21M
4 %

150,486

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$19.16M
4 %

242,762

A
AAPL

APPLE INC

COM
037833100
$16.28M
3 %

63,929

D
DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
25434V302
$16.06M
3 %

509,241

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