Wealth Dimensions Group, Ltd. Top Holdings and 13F Report (2025) About Wealth Dimensions Group, Ltd.Investment ActivityWealth Dimensions Group, Ltd. has $408.27 million in total holdings as of December 31, 2024.Wealth Dimensions Group, Ltd. owns shares of 153 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.50% of the portfolio was purchased this quarter.About 0.81% of the portfolio was sold this quarter.This quarter, Wealth Dimensions Group, Ltd. has purchased 147 new stocks and bought additional shares in 83 stocks.Wealth Dimensions Group, Ltd. sold shares of 44 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury Index ETF $41,822,263Dimensional International Core Equity Market ETF $33,113,020Procter & Gamble $28,058,326Vanguard Russell 1000 Value $23,274,167iShares Core S&P 500 ETF $23,178,601 Largest New Holdings this Quarter Costco Wholesale $347,600 HoldingVanguard Intermediate-Term Corporate Bond ETF $322,886 HoldingMorgan Stanley $285,485 HoldingEaton $271,470 HoldingCummins $241,011 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 65,993 shares (about $2.72M)Dimensional International Core Equity Market ETF 62,407 shares (about $1.82M)Vanguard Short-Term Treasury Index ETF 25,061 shares (about $1.46M)Dimensional Emerging Core Equity Market ETF 40,098 shares (about $1.02M)Dimensional US Small Cap Value ETF 32,584 shares (about $1.00M) Largest Sales this Quarter Samsara 9,000 shares (about $393.21K)iShares Core S&P 500 ETF 566 shares (about $333.19K)Tesla 577 shares (about $233.03K)Procter & Gamble 1,375 shares (about $230.52K)Kroger 3,418 shares (about $209.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Dimensions Group, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury Index ETF$41,822,263$1,458,048 ▲3.6%718,84310.2%ETFDFAIDimensional International Core Equity Market ETF$33,113,020$1,822,284 ▲5.8%1,134,0088.1%ETFPGProcter & Gamble$28,058,326$230,518 ▼-0.8%167,3636.9%Consumer StaplesVONVVanguard Russell 1000 Value$23,274,167$871,001 ▲3.9%286,4515.7%ETFIVViShares Core S&P 500 ETF$23,178,601$333,192 ▼-1.4%39,3745.7%ETFVONGVanguard Russell 1000 Growth ETF$19,517,667$147,099 ▼-0.7%188,9424.8%ETFBSVVanguard Short-Term Bond ETF$18,939,376$983,494 ▲5.5%245,1064.6%ETFVYMVanguard High Dividend Yield ETF$17,890,147$396,294 ▲2.3%140,2164.4%ETFAAPLApple$16,270,680$878,217 ▲5.7%64,9744.0%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$11,838,770$1,002,937 ▲9.3%384,6252.9%ETFSPYSPDR S&P 500 ETF Trust$10,945,908$47,474 ▼-0.4%18,6762.7%FinanceDFAEDimensional Emerging Core Equity Market ETF$10,689,034$1,017,286 ▲10.5%421,3262.6%ETFDFARDimensional US Real Estate ETF$9,939,804$735,704 ▲8.0%427,1512.4%ETFIOTSamsara$8,807,817$393,210 ▼-4.3%201,5982.2%Computer and TechnologyMSFTMicrosoft$7,384,517$284,085 ▲4.0%17,5201.8%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$6,866,457$2,723,529 ▲65.7%166,3791.7%ETFNVDANVIDIA$6,446,459$872,482 ▲15.7%48,0041.6%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$5,420,631$84,406 ▲1.6%77,1291.3%ETFIWFiShares Russell 1000 Growth ETF$3,324,581$177,895 ▼-5.1%8,2790.8%ETFAMZNAmazon.com$3,082,517$18,868 ▲0.6%14,0500.8%Retail/WholesaleFITBFifth Third Bancorp$2,945,471$8,287 ▼-0.3%69,6660.7%FinanceLLYEli Lilly and Company$2,716,243$200,746 ▲8.0%3,5180.7%MedicalVTWOVanguard Russell 2000 ETF$2,699,931$4,556 ▲0.2%30,2240.7%ETFGOOGAlphabet$2,382,907$342,592 ▲16.8%12,5130.6%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$2,273,190$23,598 ▲1.0%47,5860.6%ManufacturingIVEiShares S&P 500 Value ETF$2,166,955$18,325 ▼-0.8%11,3520.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,153,237$3,185 ▼-0.1%41,2340.5%ETFIWDiShares Russell 1000 Value ETF$2,105,996$23,326 ▼-1.1%11,3760.5%ETFVOVanguard Mid-Cap ETF$2,104,673$41,470 ▲2.0%7,9680.5%ETFVTWVVanguard Russell 2000 Value ETF$2,043,953$4,049 ▼-0.2%14,1340.5%ETFJNJJohnson & Johnson$1,954,538$55,534 ▼-2.8%13,5150.5%MedicalIWNiShares Russell 2000 Value ETF$1,877,377$98,991 ▼-5.0%11,4360.5%ETFXOMExxon Mobil$1,869,028$70,243 ▼-3.6%17,3750.5%EnergyAGGiShares Core U.S. Aggregate Bond ETF$1,714,964$404,661 ▲30.9%17,6980.4%FinanceAVGOBroadcom$1,668,170$730,795 ▲78.0%7,1950.4%Computer and TechnologyMRKMerck & Co., Inc.$1,658,629$45,363 ▲2.8%16,6730.4%MedicalDUKDuke Energy$1,563,635$5,710 ▲0.4%14,5130.4%UtilitiesJPMJPMorgan Chase & Co.$1,539,087$245,449 ▲19.0%6,4210.4%FinanceTSLATesla$1,500,367$233,031 ▼-13.4%3,7150.4%Auto/Tires/TrucksJEPIJPMorgan Equity Premium Income ETF$1,396,875$403 ▼0.0%24,2810.3%ETFORGOOrganogenesis$1,305,4880.0%407,9650.3%MedicalVTIVanguard Total Stock Market ETF$1,243,769$44,048 ▲3.7%4,2920.3%ETFGEGeneral Electric$1,239,612$23,685 ▲1.9%7,4320.3%TransportationMETAMeta Platforms$1,213,202$305,643 ▲33.7%2,0720.3%Computer and TechnologyGOOGLAlphabet$1,195,227$171,125 ▲16.7%6,3140.3%Computer and TechnologyMCDMcDonald's$1,165,498$34,791 ▲3.1%4,0200.3%Retail/WholesaleVNQVanguard Real Estate ETF$1,164,705$27,614 ▲2.4%13,0750.3%ETFCINFCincinnati Financial$1,159,5150.0%8,0690.3%FinanceQQQInvesco QQQ$1,153,967$286,319 ▲33.0%2,2570.3%FinanceHDHome Depot$1,113,723$205,784 ▲22.7%2,8630.3%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$1,104,073$83,422 ▲8.2%9,5820.3%ETFABBVAbbVie$1,019,555$199,895 ▲24.4%5,7380.2%MedicalQUALiShares MSCI USA Quality Factor ETF$1,010,262$71,411 ▼-6.6%5,6730.2%ETFIWMiShares Russell 2000 ETF$981,131$235,560 ▲31.6%4,4400.2%FinanceVOOVanguard S&P 500 ETF$965,510$58,728 ▲6.5%1,7920.2%ETFVIGVanguard Dividend Appreciation ETF$963,301$321,166 ▲50.0%4,9190.2%ETFAMGNAmgen$951,100$45,613 ▲5.0%3,6490.2%MedicalMAMastercard$938,217$396,452 ▲73.2%1,7820.2%Business ServicesCVXChevron$898,112$30,125 ▲3.5%6,2010.2%EnergyIJHiShares Core S&P Mid-Cap ETF$896,676$119,195 ▲15.3%14,3910.2%ETFIBMInternational Business Machines$873,195$8,794 ▲1.0%3,9720.2%Computer and TechnologyVUGVanguard Growth ETF$855,998$45,139 ▼-5.0%2,0860.2%ETFDVYiShares Select Dividend ETF$843,329$19,826 ▼-2.3%6,4230.2%ETFBRK.BBerkshire Hathaway$833,129$18,584 ▼-2.2%1,8380.2%FinanceIWRiShares Russell Mid-Cap ETF$817,612$393,822 ▲92.9%9,2490.2%ETFORCLOracle$802,357$4,333 ▼-0.5%4,8150.2%Computer and TechnologyBABoeing$763,153$138,047 ▲22.1%4,3120.2%AerospaceWMTWalmart$756,708$70,747 ▲10.3%8,3750.2%Retail/WholesaleACWViShares MSCI Global Min Vol Factor ETF$741,655$7,971 ▼-1.1%6,7920.2%ETFPFEPfizer$738,716$94,233 ▲14.6%27,8450.2%MedicalQCOMQUALCOMM$726,623$3,380 ▲0.5%4,7300.2%Computer and TechnologyCSCOCisco Systems$680,140$6,926 ▲1.0%11,4890.2%Computer and TechnologyDISWalt Disney$674,128$68,148 ▲11.2%6,0540.2%Consumer DiscretionaryENBEnbridge$664,747$27,282 ▼-3.9%15,6670.2%EnergySOSouthern$650,968$6,421 ▲1.0%7,9080.2%UtilitiesLMTLockheed Martin$637,451$42,270 ▼-6.2%1,3120.2%AerospaceBACBank of America$626,378$351,118 ▲127.6%14,2520.2%FinanceROPRoper Technologies$616,542$5,198 ▲0.9%1,1860.2%Computer and TechnologyLOWLowe's Companies$614,532$4,689 ▲0.8%2,4900.2%Retail/WholesaleNFLXNetflix$594,740$43,692 ▲7.9%6670.1%Consumer DiscretionaryVBVanguard Small-Cap ETF$582,017$95,641 ▲19.7%2,4220.1%ETFVVisa$563,126$59,409 ▲11.8%1,7820.1%Business ServicesESGDiShares ESG Aware MSCI EAFE ETF$559,781$18,654 ▼-3.2%7,3520.1%ManufacturingDALDelta Air Lines$535,968$484 ▲0.1%8,8590.1%TransportationGE VERNOVA INC$527,275$28,288 ▲5.7%1,6030.1%COMKRKroger$525,083$209,006 ▼-28.5%8,5870.1%Retail/WholesaleBMYBristol-Myers Squibb$516,510$2,376 ▲0.5%9,1320.1%MedicalRSPInvesco S&P 500 Equal Weight ETF$516,166$12,089 ▼-2.3%2,9460.1%ETFPMPhilip Morris International$507,777$602 ▼-0.1%4,2190.1%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$504,692$139,060 ▲38.0%10,5540.1%ETFVZVerizon Communications$501,753$6,318 ▼-1.2%12,5470.1%Computer and TechnologyPEPPepsiCo$489,955$19,464 ▲4.1%3,2220.1%Consumer StaplesVYMIVanguard International High Dividend Yield ETF$486,271$19,481 ▲4.2%7,1640.1%ETFABTAbbott Laboratories$481,226$52,703 ▲12.3%4,2550.1%MedicalWMWaste Management$471,987$7,063 ▼-1.5%2,3390.1%Business ServicesTAT&T$468,091$1,776 ▼-0.4%20,5570.1%Computer and TechnologyDEDeere & Company$462,101$41,932 ▲10.0%1,0910.1%IndustrialsKOCoca-Cola$455,278$6,786 ▲1.5%7,3130.1%Consumer StaplesPFFiShares Preferred and Income Securities ETF$432,017$9,118 ▼-2.1%13,7410.1%ETFCRMSalesforce$425,918$17,384 ▲4.3%1,2740.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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