Wealth Dimensions Group, Ltd. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WD Wealth Dimensions Group, Ltd. | Institutional Filer | ▲ 0.86% | $508.3M | 170 |
Current Portfolio Holdings
Showing all 170 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | — | 1.4M | $55.4M | 10.90% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | — | 842K | $49.3M | 9.70% |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | — | 334K | $31.3M | 6.16% |
| 4 | PG | The Procter & Gamble Company | Consumer Defensive | 204K | $29.5M | 5.81% |
| 5 | IVV | ISHARES TR | — | 39K | $25.4M | 4.99% |
| 6 | VYM | VANGUARD WHITEHALL FDS | — | 155K | $23.0M | 4.52% |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | — | 204K | $22.4M | 4.41% |
| 8 | DFSV | DIMENSIONAL ETF TRUST | — | 581K | $20.4M | 4.01% |
| 9 | BSV | VANGUARD BD INDEX FDS | — | 251K | $19.7M | 3.87% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | — | 562K | $19.0M | 3.75% |
| 11 | DFAR | DIMENSIONAL ETF TRUST | — | 704K | $16.6M | 3.28% |
| 12 | AAPL | Apple Inc. | Technology | 63K | $16.1M | 3.16% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 18K | $11.8M | 2.32% |
| 14 | DFCF | DIMENSIONAL ETF TRUST | — | 227K | $9.6M | 1.88% |
| 15 | NVDA | NVIDIA Corporation | Technology | 50K | $8.7M | 1.71% |
Showing 1 to 15 of 170 holdings