Wealth Dimensions Group, Ltd. Top Holdings and 13F Report (2025) About Wealth Dimensions Group, Ltd.Investment ActivityWealth Dimensions Group, Ltd. has $453.76 million in total holdings as of March 31, 2025.Wealth Dimensions Group, Ltd. owns shares of 171 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 3.20% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Wealth Dimensions Group, Ltd. has purchased 160 new stocks and bought additional shares in 78 stocks.Wealth Dimensions Group, Ltd. sold shares of 54 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $43,519,384Dimensional International Core Equity Market ETF $42,818,426Procter & Gamble $28,340,214Vanguard Russell 1000 Value ETF $26,283,712iShares Core S&P 500 ETF $24,604,885 Largest New Holdings this Quarter 595112103 - Micron Technology $454,948 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $268,550 Holding038222105 - Applied Materials $251,706 Holding464287622 - iShares Russell 1000 ETF $245,849 Holding922042858 - Vanguard FTSE Emerging Markets ETF $235,200 Holding Largest Purchases this Quarter Cintas 10,936 shares (about $2.44M)Procter & Gamble 11,759 shares (about $1.87M)Dimensional International Core Equity Market ETF 28,654 shares (about $990.57K)Vanguard Russell 1000 Value ETF 11,303 shares (about $963.13K)Dimensional US Real Estate ETF 35,237 shares (about $826.66K) Largest Sales this Quarter NVIDIA 3,113 shares (about $491.82K)Vanguard Short-Term Treasury ETF 8,057 shares (about $473.59K)Microsoft 787 shares (about $391.46K)GE Aerospace 1,030 shares (about $265.11K)Vanguard Short-Term Bond ETF 3,276 shares (about $257.82K) 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 ETF$43,519,384$473,591 ▼-1.1%740,3779.6%ETFDFAIDimensional International Core Equity Market ETF$42,818,426$990,569 ▲2.4%1,238,6019.4%ETFPGProcter & Gamble$28,340,214$1,873,447 ▲7.1%177,8826.2%Consumer StaplesVONVVanguard Russell 1000 Value ETF$26,283,712$963,129 ▲3.8%308,4585.8%ETFIVViShares Core S&P 500 ETF$24,604,885$196,203 ▲0.8%39,6285.4%ETFVONGVanguard Russell 1000 Growth ETF$21,913,625$511,821 ▲2.4%200,6744.8%ETFVYMVanguard High Dividend Yield ETF$19,554,916$399,929 ▲2.1%146,6884.3%ETFBSVVanguard Short-Term Bond ETF$18,982,351$257,821 ▼-1.3%241,1994.2%ETFDFAEDimensional Emerging Core Equity Market ETF$13,982,994$423,828 ▲3.1%483,0053.1%ETFDFSVDimensional US Small Cap Value ETF$13,435,354$572,678 ▲4.5%456,5193.0%ETFAAPLApple$13,401,652$85,966 ▼-0.6%65,3203.0%Computer and TechnologyDFARDimensional US Real Estate ETF$12,043,127$826,660 ▲7.4%513,3472.7%ETFSPYSPDR S&P 500 ETF Trust$11,639,612$105,652 ▲0.9%18,8392.6%FinanceMSFTMicrosoft$8,622,589$391,461 ▼-4.3%17,3351.9%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$7,983,787$65,249 ▲0.8%188,9211.8%ETFNVDANVIDIA$7,324,846$491,820 ▼-6.3%46,3631.6%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$7,099,665$51,340 ▲0.7%85,0461.6%ETFIOTSamsara$6,205,600$27,846 ▼-0.4%155,9981.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$3,421,648$16,558 ▲0.5%8,0590.8%ETFAMZNAmazon.com$3,067,160$41,247 ▼-1.3%13,9800.7%Retail/WholesaleLLYEli Lilly and Company$3,002,929$126,291 ▲4.4%3,8520.7%MedicalCTASCintas$2,872,127$2,437,307 ▲560.5%12,8870.6%Business ServicesFITBFifth Third Bancorp$2,846,477$4,936 ▼-0.2%69,2070.6%FinanceVTWOVanguard Russell 2000 ETF$2,784,009$83,994 ▲3.1%31,9190.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,777,455$19,029 ▲0.7%46,2680.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$2,473,349$45,779 ▲1.9%50,8400.5%ManufacturingVOVanguard Mid-Cap ETF$2,285,724$10,354 ▲0.5%8,1680.5%ETFIVEiShares S&P 500 Value ETF$2,238,036$56,869 ▲2.6%11,4520.5%ETFGEGE Aerospace$2,210,714$265,111 ▼-10.7%8,5890.5%AerospaceAVGOBroadcom$2,202,944$42,449 ▼-1.9%7,9920.5%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,170,954$32,437 ▼-1.5%11,1770.5%ETFGOOGAlphabet$2,119,998$80,890 ▼-3.7%11,9510.5%Computer and TechnologyVTWVVanguard Russell 2000 Value ETF$2,066,754$67,876 ▲3.4%14,8590.5%ETFJNJJohnson & Johnson$2,062,282$18,483 ▼-0.9%13,5010.5%MedicalJPMJPMorgan Chase & Co.$1,897,053$25,510 ▼-1.3%6,5440.4%FinanceXOMExxon Mobil$1,883,869$3,342 ▼-0.2%17,4760.4%EnergyAGGiShares Core U.S. Aggregate Bond ETF$1,818,150$172,808 ▲10.5%18,3280.4%FinanceDUKDuke Energy$1,697,951$8,024 ▼-0.5%14,3890.4%UtilitiesIWNiShares Russell 2000 Value ETF$1,665,231$82,197 ▼-4.7%10,5550.4%ETFMETAMeta Platforms$1,513,447$77,518 ▼-4.9%2,0500.3%Computer and TechnologyORGOOrganogenesis$1,493,1520.0%407,9650.3%MedicalJEPIJPMorgan Equity Premium Income ETF$1,444,446$455 ▼0.0%25,4080.3%ETFVTIVanguard Total Stock Market ETF$1,352,494$6,383 ▼-0.5%4,4500.3%ETFMRKMerck & Co., Inc.$1,350,247$86,523 ▼-6.0%17,0570.3%MedicalIBMInternational Business Machines$1,256,990$38,618 ▲3.2%4,2640.3%Computer and TechnologyQQQInvesco QQQ$1,233,459$39,718 ▲3.3%2,2360.3%FinanceSMIGAAM Bahl & Gaynor Small/Mid Cap Income Growth ETF$1,205,2090.0%41,7750.3%ETFCINFCincinnati Financial$1,196,5720.0%8,0350.3%FinanceTSLATesla$1,185,5870.0%3,7320.3%Auto/Tires/TrucksMCDMcDonald's$1,181,296$31,264 ▼-2.6%4,0430.3%Retail/WholesaleHDHome Depot$1,155,358$367 ▲0.0%3,1510.3%Retail/WholesaleVNQVanguard Real Estate ETF$1,142,218$27,431 ▼-2.3%12,8250.3%ETFQUALiShares MSCI USA Quality Factor ETF$1,136,102$105,310 ▲10.2%6,2140.3%ETFCVXChevron$1,105,669$82,904 ▲8.1%7,7220.2%EnergyGOOGLAlphabet$1,101,258$50,049 ▼-4.3%6,2490.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,080,228$32,022 ▲3.1%9,8840.2%ETFABBVAbbVie$1,065,377$6,682 ▲0.6%5,7400.2%MedicalVIGVanguard Dividend Appreciation ETF$1,047,111$86,168 ▲9.0%5,1160.2%ETFORCLOracle$1,037,855$2,405 ▼-0.2%4,7470.2%Computer and TechnologyVOOVanguard S&P 500 ETF$1,025,900$4,544 ▲0.4%1,8060.2%ETFAMGNAmgen$1,014,424$558 ▲0.1%3,6330.2%MedicalVUGVanguard Growth ETF$1,003,336$60,928 ▲6.5%2,2890.2%ETFMAMastercard$980,895$7,303 ▼-0.7%1,7460.2%Business ServicesGE VERNOVA INC$976,074$30,155 ▼-3.0%1,8450.2%COMIWMiShares Russell 2000 ETF$958,930$863 ▲0.1%4,4440.2%FinanceRBCAARepublic Bancorp$946,336$78,886 ▲9.1%12,9440.2%FinanceIJHiShares Core S&P Mid-Cap ETF$917,728$25,119 ▲2.8%14,7970.2%ETFBRK.BBerkshire Hathaway$908,390$33,518 ▲3.8%1,8700.2%FinanceWMTWalmart$905,615$52,702 ▲6.2%9,2620.2%Retail/WholesaleNFLXNetflix$897,561$4,019 ▼-0.4%6700.2%Consumer DiscretionaryDVYiShares Select Dividend ETF$850,402$2,125 ▲0.3%6,4030.2%ETFIWRiShares Russell Mid-Cap ETF$844,009$6,622 ▼-0.8%9,1770.2%ETFCSCOCisco Systems$838,624$694 ▼-0.1%12,0870.2%Computer and TechnologyQCOMQUALCOMM$754,031$478 ▲0.1%4,7350.2%Computer and TechnologyPMPhilip Morris International$748,431$14,572 ▼-1.9%4,1090.2%Consumer StaplesDISWalt Disney$748,146$18,601 ▲2.5%6,0330.2%Consumer DiscretionarySOSouthern$728,646$23,049 ▲3.3%7,9350.2%UtilitiesPFEPfizer$725,038$3,103 ▲0.4%29,9110.2%MedicalBABoeing$707,289$91,344 ▼-11.4%3,3760.2%AerospaceACWViShares MSCI Global Min Vol Factor ETF$702,177$40,670 ▼-5.5%5,9220.2%ETFENBEnbridge$691,685$8,702 ▼-1.2%15,2620.2%EnergyABTAbbott Laboratories$682,647$38,492 ▲6.0%5,0190.2%MedicalROPRoper Technologies$672,2720.0%1,1860.1%Computer and TechnologyBACBank of America$671,881$5,158 ▲0.8%14,1990.1%FinanceLMTLockheed Martin$664,637$12,969 ▼-1.9%1,4350.1%AerospaceVEUVanguard FTSE All-World ex-US ETF$657,739$1,143 ▼-0.2%9,7850.1%ETFVVisa$656,898$42,965 ▲7.0%1,8500.1%Business ServicesESGDiShares ESG Aware MSCI EAFE ETF$650,592$16,149 ▼-2.4%7,2920.1%ManufacturingVEAVanguard FTSE Developed Markets ETF$645,728$37,853 ▲6.2%11,3270.1%ETFVZVerizon Communications$631,589$9,779 ▲1.6%14,5960.1%Computer and TechnologyCRWDCrowdStrike$624,776$66,704 ▲12.0%1,2270.1%Computer and TechnologyTAT&T$612,622$16,930 ▲2.8%21,1690.1%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$601,070$7,050 ▼-1.2%7,5030.1%ETFKRKroger$596,557$1,435 ▲0.2%8,3170.1%Retail/WholesaleVBVanguard Small-Cap ETF$574,377$474 ▼-0.1%2,4240.1%ETFRSPInvesco S&P 500 Equal Weight ETF$569,632$33,444 ▲6.2%3,1340.1%ETFWMWaste Management$566,101$6,178 ▲1.1%2,4740.1%Business ServicesDEDeere & Company$558,200$2,034 ▲0.4%1,0980.1%IndustrialsPEPPepsiCo$548,947$92,570 ▲20.3%4,1570.1%Consumer StaplesLOWLowe's Companies$547,1310.0%2,4660.1%Retail/WholesaleShowing 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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