Wealth Dimensions Group, Ltd. — 13F holdings

Wealth Dimensions Group, Ltd. reported 179 holdings worth $558M in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

  1. DFAI DIMENSIONAL ETF TRUST — $60.4M (10.8%)
  2. VGSH VANGUARD SCOTTSDALE FDS — $51.4M (9.2%)
  3. VONV VANGUARD SCOTTSDALE FDS — $35.3M (6.3%)
  4. PG Procter And Gamble Co — $29.9M (5.4%)
  5. IVV ISHARES TR — $27.5M (4.9%)
  6. VONG VANGUARD SCOTTSDALE FDS — $26.3M (4.7%)
  7. VYM VANGUARD WHITEHALL FDS — $24.6M (4.4%)
  8. DFAE DIMENSIONAL ETF TRUST — $23.1M (4.1%)
  9. DIMENSIONAL ETF TRUST — $22.8M (4.1%)
  10. BSV VANGUARD BD INDEX FDS — $19.5M (3.5%)