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Wealth Dimensions Group, Ltd.

Q1 2026 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    170

  • Value ($000)

    $508,335

  • Date Filed
    05/11/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$55.43M
11 %

1,422,691

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$49.31M
10 %

842,298

V
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
92206C714
$31.29M
6 %

333,782

P
PG

PROCTER & GAMBLE CO

COM
742718109
$29.53M
6 %

204,434

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$25.35M
5 %

38,809

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$22.98M
5 %

155,197

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$22.41M
4 %

204,331

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$20.37M
4 %

581,269

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$19.68M
4 %

250,969

D
DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
25434V302
$19.04M
4 %

562,413

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