Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Dimensions Group, Ltd. (CIK 1846462) reported $508.3M across 170 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAI ($55.4M, 10.90%), VGSH ($49.3M, 9.70%), VONV ($31.3M, 6.16%), PG ($29.5M, 5.81%), IVV ($25.4M, 4.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $55.4M | 10.90% | 1.4M | Added |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $49.3M | 9.70% | 842,298 | Added |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $31.3M | 6.16% | 333,782 | Added |
| 4 | PG | PROCTER & GAMBLE CO | $29.5M | 5.81% | 204,434 | Trimmed |
| 5 | IVV | ISHARES TR | $25.4M | 4.99% | 38,809 | Trimmed |
| 6 | VYM | VANGUARD WHITEHALL FDS | $23.0M | 4.52% | 155,197 | Added |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | $22.4M | 4.41% | 204,331 | Added |
| 8 | DFSV | DIMENSIONAL ETF TRUST | $20.4M | 4.01% | 581,269 | Added |
| 9 | BSV | VANGUARD BD INDEX FDS | $19.7M | 3.87% | 250,969 | Added |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $19.0M | 3.75% | 562,413 | Added |
| 11 | DFAR | DIMENSIONAL ETF TRUST | $16.6M | 3.28% | 703,935 | Added |
| 12 | AAPL | APPLE INC | $16.1M | 3.16% | 63,253 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $11.8M | 2.32% | 18,147 | Trimmed |
| 14 | DFCF | DIMENSIONAL ETF TRUST | $9.6M | 1.88% | 226,602 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $8.7M | 1.71% | 49,878 | Added |
| 16 | IEFA | ISHARES TR | $7.2M | 1.41% | 79,407 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $6.4M | 1.25% | 17,212 | Added |
| 18 | IOT | SAMSARA INC | $5.0M | 0.99% | 159,266 | Added |
| 19 | IWF | ISHARES TR | $3.4M | 0.66% | 7,921 | Added |
| 20 | LLY | ELI LILLY & CO | $3.3M | 0.65% | 3,596 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $3.0M | 0.60% | 12,432 | Trimmed |
| 22 | VTWO | VANGUARD SCOTTSDALE FDS | $3.1M | 0.60% | 30,481 | Trimmed |
| 23 | GOOG | ALPHABET INC | $2.9M | 0.57% | 10,036 | Trimmed |
| 24 | IEMG | ISHARES INC | $2.9M | 0.57% | 41,716 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $2.7M | 0.54% | 16,143 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31