Wealth Dimensions Group, Ltd.
171 holdingsFiling period: 2026-03-31Current AUM: $560.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 1.42M | $55.4M | $59.9M | 10.69% | +51.8K | 2026-03-31 |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 842.3K | $49.3M | $48.9M | 8.73% | +36.3K | 2026-03-31 |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | 333.8K | $31.3M | $36.9M | 6.58% | +2.5K | 2026-03-31 |
| 4 | PG | PROCTER & GAMBLE CO | 204.4K | $29.5M | $29.5M | 5.27% | -1,013 | 2026-03-31 |
| 5 | IVV | ISHARES TR | 38.8K | $25.4M | $29.1M | 5.20% | -849 | 2026-03-31 |
| 6 | VYM | VANGUARD WHITEHALL FDS | 155.2K | $23.0M | $25.1M | 4.49% | +1.3K | 2026-03-31 |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | 204.3K | $22.4M | $24.9M | 4.45% | +4.4K | 2026-03-31 |
| 8 | DFSV | DIMENSIONAL ETF TRUST | 581.3K | $20.4M | $23.1M | 4.11% | +25.8K | 2026-03-31 |
| 9 | BSV | VANGUARD BD INDEX FDS | 251.0K | $19.7M | $19.5M | 3.47% | +4.1K | 2026-03-31 |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 562.4K | $19.0M | $21.1M | 3.77% | +27.3K | 2026-03-31 |
| 11 | DFAR | DIMENSIONAL ETF TRUST | 703.9K | $16.6M | $18.9M | 3.37% | +55.1K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 63.3K | $16.1M | $19.5M | 3.49% | +705 | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 18.1K | $11.8M | $13.6M | 2.42% | -1 | 2026-03-31 |
| 14 | DFCF | DIMENSIONAL ETF TRUST | 226.6K | $9.6M | $9.4M | 1.68% | +16.2K | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 49.9K | $8.7M | $10.0M | 1.79% | +4.8K | 2026-03-31 |
| 16 | IEFA | ISHARES TR | 79.4K | $7.2M | $7.8M | 1.39% | -4,250 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 17.2K | $6.4M | $8.0M | 1.43% | +260 | 2026-03-31 |
| 18 | IOT | SAMSARA INC | 159.3K | $5.0M | $5.9M | 1.06% | +2.1K | 2026-03-31 |
| 19 | IWF | ISHARES TR | 7.9K | $3.4M | $3.7M | 0.67% | +2 | 2026-03-31 |
| 20 | LLY | ELI LILLY & CO | 3.6K | $3.3M | $4.1M | 0.74% | -109 | 2026-03-31 |
| 21 | VTWO | VANGUARD SCOTTSDALE FDS | 30.5K | $3.1M | $3.6M | 0.64% | -1,429 | 2026-03-31 |
| 22 | JNJ | JOHNSON & JOHNSON | 12.4K | $3.0M | $3.2M | 0.57% | -401 | 2026-03-31 |
| 23 | IEMG | ISHARES INC | 41.7K | $2.9M | $3.2M | 0.58% | -1,961 | 2026-03-31 |
| 24 | GOOG | ALPHABET INC | 10.0K | $2.9M | $3.6M | 0.64% | -193 | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 16.1K | $2.7M | $2.5M | 0.45% | -1,095 | 2026-03-31 |
← Scroll →
Page 1 of 7