Wealth Dimensions Group, Ltd. Top Holdings and 13F Report (2025) About Wealth Dimensions Group, Ltd.Investment ActivityWealth Dimensions Group, Ltd. has $418.94 million in total holdings as of March 31, 2025.Wealth Dimensions Group, Ltd. owns shares of 160 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 4.70% of the portfolio was purchased this quarter.About 0.84% of the portfolio was sold this quarter.This quarter, Wealth Dimensions Group, Ltd. has purchased 153 new stocks and bought additional shares in 81 stocks.Wealth Dimensions Group, Ltd. sold shares of 48 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury Index ETF $43,925,570Dimensional International Core Equity Market ETF $37,786,633Procter & Gamble $28,310,606Vanguard Russell 1000 Value $24,527,136iShares Core S&P 500 ETF $22,089,144 Largest New Holdings this Quarter 26922B832 - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF $1,191,841 Holding760281204 - Republic Bancorp $757,224 Holding398433102 - Griffon $438,295 Holding172908105 - Cintas $400,989 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $255,123 Holding Largest Purchases this Quarter Dimensional International Core Equity Market ETF 75,939 shares (about $2.37M)Vanguard Short-Term Treasury Index ETF 29,591 shares (about $1.74M)Dimensional US Small Cap Value ETF 52,435 shares (about $1.48M)Dimensional Emerging Core Equity Market ETF 47,039 shares (about $1.22M)Dimensional US Real Estate ETF 50,959 shares (about $1.21M) Largest Sales this Quarter Samsara 44,900 shares (about $1.72M)Procter & Gamble 1,240 shares (about $211.32K)Vanguard Intermediate-Term Corporate Bond ETF 1,355 shares (about $110.76K)iShares Core U.S. Aggregate Bond ETF 1,112 shares (about $110.00K)iShares Russell 1000 Growth ETF 259 shares (about $93.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Dimensions Group, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury Index ETF$43,925,570$1,736,695 ▲4.1%748,43410.5%ETFDFAIDimensional International Core Equity Market ETF$37,786,633$2,371,574 ▲6.7%1,209,9479.0%ETFPGProcter & Gamble$28,310,606$211,320 ▼-0.7%166,1236.8%Consumer StaplesVONVVanguard Russell 1000 Value$24,527,136$883,507 ▲3.7%297,1555.9%ETFIVViShares Core S&P 500 ETF$22,089,144$34,837 ▼-0.2%39,3125.3%ETFBSVVanguard Short-Term Bond ETF$19,137,537$49,395 ▼-0.3%244,4754.6%ETFVYMVanguard High Dividend Yield ETF$18,529,967$447,748 ▲2.5%143,6884.4%ETFVONGVanguard Russell 1000 Growth ETF$18,185,642$653,706 ▲3.7%195,9874.3%ETFAAPLApple$14,602,500$169,928 ▲1.2%65,7393.5%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$12,303,229$1,476,044 ▲13.6%437,0602.9%ETFDFAEDimensional Emerging Core Equity Market ETF$12,125,982$1,217,841 ▲11.2%468,3652.9%ETFDFARDimensional US Real Estate ETF$11,364,665$1,211,294 ▲11.9%478,1102.7%ETFSPYSPDR S&P 500 ETF Trust$10,442,839$4,475 ▼0.0%18,6682.5%FinanceDFCFDimensional Core Fixed Income ETF$7,881,084$883,177 ▲12.6%187,3771.9%ETFMSFTMicrosoft$6,802,783$225,984 ▲3.4%18,1221.6%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$6,387,211$552,397 ▲9.5%84,4311.5%ETFIOTSamsara$6,006,234$1,721,017 ▼-22.3%156,6981.4%Computer and TechnologyNVDANVIDIA$5,362,169$159,534 ▲3.1%49,4761.3%Computer and TechnologyLLYEli Lilly and Company$3,047,453$142,049 ▲4.9%3,6900.7%MedicalIWFiShares Russell 1000 Growth ETF$2,896,005$93,524 ▼-3.1%8,0200.7%ETFFITBFifth Third Bancorp$2,717,612$13,289 ▼-0.5%69,3270.6%FinanceAMZNAmazon.com$2,695,680$22,451 ▲0.8%14,1680.6%Retail/WholesaleVTWOVanguard Russell 2000 ETF$2,496,587$59,035 ▲2.4%30,9560.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,479,973$254,576 ▲11.4%45,9510.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$2,412,593$111,832 ▲4.9%49,8990.6%ManufacturingJNJJohnson & Johnson$2,259,116$17,745 ▲0.8%13,6220.5%MedicalIWDiShares Russell 1000 Value ETF$2,134,483$6,021 ▼-0.3%11,3440.5%ETFIVEiShares S&P 500 Value ETF$2,127,049$36,401 ▼-1.7%11,1610.5%ETFVOVanguard Mid-Cap ETF$2,102,891$42,156 ▲2.0%8,1310.5%ETFXOMExxon Mobil$2,082,054$15,698 ▲0.8%17,5070.5%EnergyGOOGAlphabet$1,938,403$16,561 ▼-0.8%12,4070.5%Computer and TechnologyGEGE Aerospace$1,925,184$437,715 ▲29.4%9,6190.5%IndustrialsVTWVVanguard Russell 2000 Value ETF$1,912,580$31,541 ▲1.7%14,3710.5%ETFDUKDuke Energy$1,763,308$6,830 ▼-0.4%14,4570.4%UtilitiesORGOOrganogenesis$1,762,4090.0%407,9650.4%MedicalIWNiShares Russell 2000 Value ETF$1,672,268$54,353 ▼-3.1%11,0760.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,640,732$110,002 ▼-6.3%16,5860.4%FinanceMRKMerck & Co., Inc.$1,629,113$132,573 ▲8.9%18,1500.4%MedicalJPMJPMorgan Chase & Co.$1,626,737$51,755 ▲3.3%6,6320.4%FinanceJEPIJPMorgan Equity Premium Income ETF$1,452,265$64,854 ▲4.7%25,4160.3%ETFAVGOBroadcom$1,363,817$159,218 ▲13.2%8,1460.3%Computer and TechnologyMCDMcDonald's$1,296,210$40,604 ▲3.2%4,1500.3%Retail/WholesaleMETAMeta Platforms$1,242,266$47,846 ▲4.0%2,1550.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,228,861$49,198 ▲4.2%4,4710.3%ETFABBVAbbVie$1,195,188$7,124 ▼-0.6%5,7040.3%MedicalCVXChevron$1,194,992$157,592 ▲15.2%7,1430.3%EnergySMIGAAM Bahl & Gaynor Small/Mid Cap Income Growth ETF$1,191,841$1,191,841 ▲New Holding41,7750.3%ETFVNQVanguard Real Estate ETF$1,189,083$5,251 ▲0.4%13,1330.3%ETFCINFCincinnati Financial$1,186,930$5,022 ▼-0.4%8,0350.3%FinanceHDHome Depot$1,154,323$105,172 ▲10.0%3,1500.3%Retail/WholesaleAMGNAmgen$1,131,283$5,608 ▼-0.5%3,6310.3%MedicalIBMInternational Business Machines$1,027,749$40,036 ▲4.1%4,1330.2%Computer and TechnologyQQQInvesco QQQ$1,014,854$43,614 ▼-4.1%2,1640.2%FinanceGOOGLAlphabet$1,010,273$33,866 ▲3.5%6,5330.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,002,922$941 ▲0.1%9,5910.2%ETFTSLATesla$967,250$4,406 ▲0.5%3,7320.2%Auto/Tires/TrucksMAMastercard$964,227$12,608 ▼-1.3%1,7590.2%Business ServicesQUALiShares MSCI USA Quality Factor ETF$963,505$5,981 ▼-0.6%5,6380.2%ETFBRK.BBerkshire Hathaway$959,177$19,705 ▼-2.0%1,8010.2%FinanceVOOVanguard S&P 500 ETF$924,182$3,084 ▲0.3%1,7980.2%ETFVIGVanguard Dividend Appreciation ETF$910,801$43,455 ▼-4.6%4,6950.2%ETFIWMiShares Russell 2000 ETF$885,8080.0%4,4400.2%FinanceDVYiShares Select Dividend ETF$857,736$4,835 ▼-0.6%6,3870.2%ETFIJHiShares Core S&P Mid-Cap ETF$839,791$58 ▲0.0%14,3920.2%ETFVUGVanguard Growth ETF$797,157$23,729 ▲3.1%2,1500.2%ETFIWRiShares Russell Mid-Cap ETF$786,8120.0%9,2490.2%ETFWMTWalmart$765,822$30,552 ▲4.2%8,7230.2%Retail/WholesaleRBCAARepublic Bancorp$757,224$757,224 ▲New Holding11,8650.2%FinancePFEPfizer$754,704$49,109 ▲7.0%29,7830.2%MedicalCSCOCisco Systems$746,496$37,519 ▲5.3%12,0970.2%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$729,027$61,324 ▼-7.8%6,2650.2%ETFQCOMQUALCOMM$726,916$307 ▲0.0%4,7320.2%Computer and TechnologySOSouthern$706,566$20,597 ▼-2.8%7,6840.2%UtilitiesROPRoper Technologies$699,2420.0%1,1860.2%Computer and TechnologyENBEnbridge$684,759$9,438 ▼-1.4%15,4540.2%EnergyORCLOracle$665,171$7,969 ▼-1.2%4,7580.2%Computer and TechnologyPMPhilip Morris International$664,960$4,762 ▼-0.7%4,1890.2%Consumer StaplesLMTLockheed Martin$653,474$67,447 ▲11.5%1,4630.2%AerospaceVZVerizon Communications$651,825$82,692 ▲14.5%14,3700.2%Computer and TechnologyBABoeing$650,068$85,266 ▼-11.6%3,8120.2%AerospaceABTAbbott Laboratories$628,268$63,808 ▲11.3%4,7360.1%MedicalNFLXNetflix$627,832$5,597 ▲0.9%6730.1%Consumer DiscretionaryESGDiShares ESG Aware MSCI EAFE ETF$610,469$9,884 ▲1.6%7,4730.1%ManufacturingVVisa$605,941$18,574 ▼-3.0%1,7290.1%Business ServicesVEUVanguard FTSE All-World ex-US ETF$594,583$339,935 ▲133.5%9,8020.1%ETFBACBank of America$587,988$6,760 ▼-1.1%14,0900.1%FinanceTAT&T$582,102$764 ▲0.1%20,5840.1%Computer and TechnologyBMYBristol-Myers Squibb$581,361$24,396 ▲4.4%9,5320.1%MedicalGE VERNOVA INC$580,747$91,295 ▲18.7%1,9020.1%COMDISWalt Disney$580,647$16,878 ▼-2.8%5,8830.1%Consumer DiscretionaryLOWLowe's Companies$575,145$5,598 ▼-1.0%2,4660.1%Retail/WholesaleWMWaste Management$566,505$25,003 ▲4.6%2,4470.1%Business ServicesKRKroger$561,608$19,630 ▼-3.4%8,2970.1%Retail/WholesaleVYMIVanguard International High Dividend Yield ETF$559,368$31,465 ▲6.0%7,5910.1%ETFVEAVanguard FTSE Developed Markets ETF$542,012$5,541 ▲1.0%10,6630.1%ETFVBVanguard Small-Cap ETF$537,907$887 ▲0.2%2,4260.1%ETFPEPPepsiCo$518,210$35,087 ▲7.3%3,4560.1%Consumer StaplesDEDeere & Company$513,574$1,408 ▲0.3%1,0940.1%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$510,994$693 ▲0.1%2,9500.1%ETFMOAltria Group$491,504$2,641 ▲0.5%8,1890.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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