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 $558.3M across 178 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAI ($60.4M, 10.81%), VGSH ($51.4M, 9.20%), VONV ($35.3M, 6.32%), PG ($29.9M, 5.36%), IVV ($27.5M, 4.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $60.4M | 10.81% | 1.5M | Added |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $51.4M | 9.20% | 882,471 | Added |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $35.3M | 6.32% | 331,956 | Trimmed |
| 4 | PG | PROCTER & GAMBLE CO | $29.9M | 5.36% | 203,926 | Trimmed |
| 5 | IVV | ISHARES TR | $27.5M | 4.93% | 36,763 | Trimmed |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | $26.3M | 4.70% | 205,402 | Added |
| 7 | VYM | VANGUARD WHITEHALL FDS | $24.6M | 4.41% | 155,902 | Added |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $23.1M | 4.13% | 573,500 | Added |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $22.8M | 4.08% | 587,003 | Added |
| 10 | BSV | VANGUARD BD INDEX FDS | $19.5M | 3.49% | 250,190 | Trimmed |
| 11 | DFAR | DIMENSIONAL ETF TRUST | $18.8M | 3.36% | 717,843 | Added |
| 12 | AAPL | APPLE INC | $17.6M | 3.15% | 60,690 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $13.5M | 2.41% | 18,037 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $9.9M | 1.78% | 50,134 | Added |
| 15 | DFCF | DIMENSIONAL ETF TRUST | $8.7M | 1.56% | 206,965 | Trimmed |
| 16 | IEFA | ISHARES TR | $7.2M | 1.29% | 74,650 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $6.5M | 1.16% | 17,299 | Added |
| 18 | IOT | SAMSARA INC | $5.2M | 0.93% | 160,011 | Added |
| 19 | LLY | ELI LILLY & CO | $4.4M | 0.78% | 3,627 | Added |
| 20 | VTWO | VANGUARD SCOTTSDALE FDS | $3.7M | 0.66% | 30,358 | Trimmed |
| 21 | IWF | ISHARES TR | $3.6M | 0.64% | 28,602 | Added |
| 22 | GOOG | ALPHABET INC | $3.5M | 0.62% | 9,860 | Trimmed |
| 23 | IEMG | ISHARES INC | $3.4M | 0.61% | 40,852 | Trimmed |
| 24 | GE | GE AEROSPACE | $3.2M | 0.58% | 8,654 | Added |
| 25 | AMZN | AMAZON COM INC | $3.2M | 0.57% | 13,269 | Added |
Source: SEC Form 13F filings · as of 2026-06-30