Wealth Dimensions Group, Ltd.
180 holdingsFiling period: 2026-06-30Current AUM: $571.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional ETF Trust | 1.46M | $60.4M | $60.9M | 10.66% | +40.9K | 2026-06-30 |
| 2 | VGSH | Vanguard Scottsdale Fds | 882.5K | $51.4M | $50.9M | 8.90% | +40.2K | 2026-06-30 |
| 3 | VONV | Vanguard Scottsdale Fds | 332.0K | $35.3M | $37.5M | 6.56% | -1,826 | 2026-06-30 |
| 4 | PG | Procter & Gamble Co | 203.9K | $29.9M | $32.5M | 5.68% | -508 | 2026-06-30 |
| 5 | IVV | iShares TR | 36.8K | $27.5M | $28.4M | 4.97% | -2,046 | 2026-06-30 |
| 6 | VONG | Vanguard Scottsdale Fds | 205.4K | $26.3M | $25.9M | 4.53% | +1.1K | 2026-06-30 |
| 7 | VYM | Vanguard Whitehall Fds | 155.9K | $24.6M | $25.1M | 4.39% | +705 | 2026-06-30 |
| 8 | DFAE | Dimensional ETF Trust | 573.5K | $23.1M | $21.5M | 3.77% | +11.1K | 2026-06-30 |
| 9 | DFSV | Dimensional ETF Trust | 587.0K | $22.8M | $22.6M | 3.94% | +5.7K | 2026-06-30 |
| 10 | BSV | Vanguard BD Index Fds | 250.2K | $19.5M | $19.1M | 3.35% | -779 | 2026-06-30 |
| 11 | DFAR | Dimensional ETF Trust | 717.8K | $18.8M | $17.9M | 3.13% | +13.9K | 2026-06-30 |
| 12 | AAPL | Apple Inc | 60.7K | $17.6M | $20.6M | 3.60% | -2,563 | 2026-06-30 |
| 13 | SPY | State Str Spdr S&P 500 ETF T | 18.0K | $13.5M | $13.9M | 2.43% | -110 | 2026-06-30 |
| 14 | NVDA | NVIDIA Corporation | 50.1K | $9.9M | $10.7M | 1.88% | +256 | 2026-06-30 |
| 15 | DFCF | Dimensional ETF Trust | 207.0K | $8.7M | $8.4M | 1.46% | -19,637 | 2026-06-30 |
| 16 | IEFA | iShares TR | 74.7K | $7.2M | $7.2M | 1.26% | -4,757 | 2026-06-30 |
| 17 | MSFT | Microsoft Corp | 17.3K | $6.5M | $9.2M | 1.61% | +87 | 2026-06-30 |
| 18 | IOT | Samsara Inc | 160.0K | $5.2M | $6.8M | 1.19% | +745 | 2026-06-30 |
| 19 | LLY | Eli Lilly & Co | 3.6K | $4.3M | $4.7M | 0.81% | +31 | 2026-06-30 |
| 20 | VTWO | Vanguard Scottsdale Fds | 30.4K | $3.7M | $3.4M | 0.59% | -123 | 2026-06-30 |
| 21 | IWF | iShares TR | 28.6K | $3.6M | $3.5M | 0.61% | +20.7K | 2026-06-30 |
| 22 | GOOG | Alphabet Inc | 9.9K | $3.5M | $3.3M | 0.58% | -176 | 2026-06-30 |
| 23 | IEMG | iShares Inc | 40.9K | $3.4M | $3.2M | 0.55% | -864 | 2026-06-30 |
| 24 | GE | GE Aerospace | 8.7K | $3.2M | $2.6M | 0.45% | +503 | 2026-06-30 |
| 25 | AMZN | Amazon.com Inc | 13.3K | $3.2M | $3.5M | 0.61% | +282 | 2026-06-30 |
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