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Size ($ in 1000's)
At 12/31/2023: $315,762
At 09/30/2023: $275,640
Wealth Dimensions Group Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Dimensions Group Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Wealth Dimensions Group Ltd. top holdings by largest position size, as per the latest 13f filing made by Wealth Dimensions Group Ltd..
In the Wealth Dimensions Group Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Wealth Dimensions Group Ltd. in that top holding, then the share count change between reporting periods, and finally the Wealth Dimensions Group Ltd. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD SCOTTSDALE FDS (VGSH) |
639,058 |
+19,341 |
$37,276 | | VGSH | 639,058 | +19,341 | $37,276 | | PROCTER AND GAMBLE CO |
155,057 |
-1,777 |
$22,722 | | PG | 155,057 | -1,777 | $22,722 | | DIMENSIONAL ETF TRUST (DFAI) |
780,303 |
+321,060 |
$22,348 | | DFAI | 780,303 | +321,060 | $22,348 | | ISHARES TR (IVV) |
41,263 |
-418 |
$19,709 | | IVV | 41,263 | -418 | $19,709 | | VANGUARD BD INDEX FDS (BSV) |
231,362 |
-6,153 |
$17,819 | | BSV | 231,362 | -6,153 | $17,819 | | VANGUARD SCOTTSDALE FDS (VONV) |
244,262 |
+173 |
$17,719 | | VONV | 244,262 | +173 | $17,719 | | VANGUARD SCOTTSDALE FDS (VONG) |
191,358 |
-5,494 |
$14,930 | | VONG | 191,358 | -5,494 | $14,930 | | VANGUARD WHITEHALL FDS (VYM) |
128,906 |
+25,385 |
$14,390 | | VYM | 128,906 | +25,385 | $14,390 | | APPLE INC |
65,510 |
+682 |
$12,613 | | AAPL | 65,510 | +682 | $12,613 | | SPDR S&P 500 ETF TR (SPY) |
19,228 |
-78 |
$9,139 | | SPY | 19,228 | -78 | $9,139 | | SAMSARA INC |
251,098 |
+251,098 |
$8,382 | | IOT | 251,098 | +251,098 | $8,382 | | DIMENSIONAL ETF TRUST (DFSV) |
221,409 |
+41,214 |
$6,447 | | DFSV | 221,409 | +41,214 | $6,447 | | MICROSOFT CORP |
17,027 |
-778 |
$6,403 | | MSFT | 17,027 | -778 | $6,403 | | DIMENSIONAL ETF TRUST (DFAE) |
252,425 |
+35,334 |
$6,086 | | DFAE | 252,425 | +35,334 | $6,086 | | ISHARES TR (IEFA) |
78,933 |
-2,885 |
$5,553 | | IEFA | 78,933 | -2,885 | $5,553 | | DIMENSIONAL ETF TRUST (DFAR) |
243,463 |
+75,584 |
$5,536 | | DFAR | 243,463 | +75,584 | $5,536 | | ISHARES TR (IWF) |
9,526 |
-465 |
$2,888 | | IWF | 9,526 | -465 | $2,888 | | FIFTH THIRD BANCORP |
75,045 |
-3,286 |
$2,588 | | FITB | 75,045 | -3,286 | $2,588 | | VANGUARD SCOTTSDALE FDS (VTWO) |
31,263 |
-793 |
$2,535 | | VTWO | 31,263 | -793 | $2,535 | | ISHARES TR (ISTB) |
50,573 |
-11,646 |
$2,405 | | ISTB | 50,573 | -11,646 | $2,405 | | JOHNSON & JOHNSON |
15,251 |
-85 |
$2,390 | | JNJ | 15,251 | -85 | $2,390 | | ISHARES INC (IEMG) |
43,118 |
-686 |
$2,181 | | IEMG | 43,118 | -686 | $2,181 | | ISHARES TR (IWN) |
13,539 |
-1,728 |
$2,103 | | IWN | 13,539 | -1,728 | $2,103 | | ISHARES TR (IVE) |
11,640 |
-51 |
$2,024 | | IVE | 11,640 | -51 | $2,024 | | ISHARES TR (IWD) |
12,244 |
+795 |
$2,023 | | IWD | 12,244 | +795 | $2,023 | | NVIDIA CORPORATION |
4,043 |
+11 |
$2,002 | | NVDA | 4,043 | +11 | $2,002 | | VANGUARD SCOTTSDALE FDS (VTWV) |
14,497 |
-868 |
$1,980 | | VTWV | 14,497 | -868 | $1,980 | | VANGUARD INDEX FDS (VO) |
8,291 |
-21 |
$1,929 | | VO | 8,291 | -21 | $1,929 | | ISHARES TR (AGG) |
18,821 |
+1,863 |
$1,868 | | AGG | 18,821 | +1,863 | $1,868 | | MERCK & CO INC |
16,873 |
-709 |
$1,840 | | MRK | 16,873 | -709 | $1,840 | | EXXON MOBIL CORP |
18,211 |
-263 |
$1,821 | | XOM | 18,211 | -263 | $1,821 | | ELI LILLY & CO |
2,982 |
-512 |
$1,738 | | LLY | 2,982 | -512 | $1,738 | | AMAZON COM INC |
11,394 |
+141 |
$1,731 | | AMZN | 11,394 | +141 | $1,731 | | ALPHABET INC |
10,354 |
-527 |
$1,459 | | GOOG | 10,354 | -527 | $1,459 | | DUKE ENERGY CORP NEW |
14,226 |
-296 |
$1,381 | | DUK | 14,226 | -296 | $1,381 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
24,529 |
-59 |
$1,349 | | JEPI | 24,529 | -59 | $1,349 | | VANGUARD INDEX FDS (VNQ) |
12,894 |
-148 |
$1,139 | | VNQ | 12,894 | -148 | $1,139 | | MCDONALDS CORP |
3,741 |
-379 |
$1,109 | | MCD | 3,741 | -379 | $1,109 | | ISHARES TR (QUAL) |
7,463 |
-622 |
$1,098 | | QUAL | 7,463 | -622 | $1,098 | | AMGEN INC |
3,772 |
-46 |
$1,086 | | AMGN | 3,772 | -46 | $1,086 | | TESLA INC |
4,109 |
+91 |
$1,021 | | TSLA | 4,109 | +91 | $1,021 | | JPMORGAN CHASE & CO |
5,743 |
-384 |
$977 | | JPM | 5,743 | -384 | $977 | | ISHARES TR (IJR) |
8,806 |
-303 |
$953 | | IJR | 8,806 | -303 | $953 | | VANGUARD INDEX FDS (VTI) |
3,784 |
-90 |
$898 | | VTI | 3,784 | -90 | $898 | | HOME DEPOT INC |
2,441 |
+5 |
$846 | | HD | 2,441 | +5 | $846 | | INTEL CORP |
16,839 |
-223 |
$846 | | INTC | 16,839 | -223 | $846 | | CINCINNATI FINL CORP |
7,994 |
-855 |
$827 | | CINF | 7,994 | -855 | $827 | | CHEVRON CORP NEW |
5,532 |
+82 |
$825 | | CVX | 5,532 | +82 | $825 | | GENERAL ELECTRIC CO |
6,233 |
+3 |
$795 | | GE | 6,233 | +3 | $795 |  BERKSHIRE HATHAWAY INC DEL |
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$789 | | BRK.B | 2,211 | -218 | $789 |
See Full List: All Stocks Held By Wealth Dimensions Group Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealth Dimensions Group Ltd.
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