Wealth Dimensions Group, Ltd. - Portfolio overview

Wealth Dimensions Group, Ltd. has 187 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. DFAI - DIMENSIONAL ETF TRUST, 10.82%
2. VGSH - VANGUARD SCOTTSDALE FDS, 9.63%
3. VONV - VANGUARD SCOTTSDALE FDS, 6.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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