Filer Name: WEALTH DIMENSIONS GROUP, LTD.
CIK: 1846462
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 154
Portfolio Value: $0.41B

Wealth Dimensions Group, Ltd. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VGSH US VANGUARD SHORT-TERM TREASURY 718,843 $42M 10.24% 3.6% -
DFAI US DIMENSIONAL INTERNATIONAL CO 1,134,008 $33M 8.11% 5.8% -
PG US PROCTER & GAMBLE CO/THE 167,363 $28M 6.87% -0.8% -
VONV US VANGUARD RUSSELL 1000 VALUE 286,451 $23M 5.70% 3.9% -
IVV US ISHARES CORE S&P 500 ETF 39,374 $23M 5.68% -1.4% -
VONG US VANGUARD RUSSELL 1000 GROWTH 188,942 $20M 4.78% -0.7% -
BSV US VANGUARD SHORT-TERM BOND ETF 245,106 $19M 4.64% 5.5% -
VYM US VANGUARD HIGH DVD YIELD ETF 140,216 $18M 4.38% 2.3% -
AAPL US APPLE INC 64,974 $16M 3.99% 5.7% -
DFSV US DIMENSIONAL US SMALL CAP VAL 384,625 $12M 2.90% 9.3% -
SPY US SPDR S&P 500 ETF TRUST 18,676 $11M 2.68% -0.4% -
DFAE US DIMENSIONAL EMERGING CORE EQ 421,326 $11M 2.62% 10.5% -
DFAR US DIMENSIONAL US REAL EST ETF 427,151 $10M 2.43% 8.0% -
IOT US SAMSARA INC-CL A 201,598 $9M 2.16% -4.3% -
MSFT US MICROSOFT CORP 17,520 $7M 1.81% 4.0% -
DFCF US DIMENSIONAL CORE FIXED INC 166,379 $7M 1.68% 65.7% -
NVDA US NVIDIA CORP 48,004 $6M 1.58% 15.7% -
IEFA US ISHARES CORE MSCI EAFE ETF 77,129 $5M 1.33% 1.6% -
IWF US ISHARES RUSSELL 1000 GROWTH 8,279 $3M 0.81% -5.1% -
AMZN US AMAZON.COM INC 14,050 $3M 0.76% 0.6% -
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