Wealth Dimensions Group, Ltd. Top Holdings and 13F Report (2026) About Wealth Dimensions Group, Ltd.Investment ActivityWealth Dimensions Group, Ltd. has $508.33 million in total holdings as of March 31, 2026.Wealth Dimensions Group, Ltd. owns shares of 170 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 3.06% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Wealth Dimensions Group, Ltd. has purchased 170 new stocks and bought additional shares in 76 stocks.Wealth Dimensions Group, Ltd. sold shares of 65 stocks and completely divested from 10 stocks this quarter.Largest Holdings Dimensional International Core Equity Market ETF $55,428,038Vanguard Short-Term Treasury ETF $49,308,109Vanguard Russell 1000 Value ETF $31,288,696Procter & Gamble $29,528,480iShares Core S&P 500 ETF $25,350,567 Largest New Holdings this Quarter 921937835 - Vanguard Total Bond Market ETF $610,986 Holding293792107 - Enterprise Products Partners $511,606 Holding808524409 - Schwab U.S. Large-Cap Value ETF $460,977 HoldingG0593M107 - AstraZeneca $394,772 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $313,926 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 36,279 shares (about $2.12M)Dimensional International Core Equity Market ETF 51,838 shares (about $2.02M)Dimensional US Real Estate ETF 55,113 shares (about $1.30M)Dimensional Emerging Core Equity Market ETF 27,257 shares (about $922.92K)Dimensional US Small Cap Value ETF 25,776 shares (about $903.19K) Largest Sales this Quarter iShares Core S&P 500 ETF 849 shares (about $554.58K)iShares Core MSCI EAFE ETF 4,250 shares (about $384.75K)Fifth Third Bancorp 4,025 shares (about $187.00K)ExxonMobil 1,095 shares (about $185.78K)Procter & Gamble 1,013 shares (about $146.32K) 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 PortfolioSectorDFAIDimensional International Core Equity Market ETF$55,428,038$2,019,608 â–²3.8%1,422,69110.9%ETFVGSHVanguard Short-Term Treasury ETF$49,308,109$2,123,772 â–²4.5%842,2989.7%ETFVONVVanguard Russell 1000 Value ETF$31,288,696$234,912 â–²0.8%333,7826.2%ETFPGProcter & Gamble$29,528,480$146,318 â–¼-0.5%204,4345.8%Consumer StaplesIVViShares Core S&P 500 ETF$25,350,567$554,578 â–¼-2.1%38,8095.0%ETFVYMVanguard High Dividend Yield ETF$22,984,616$188,383 â–²0.8%155,1974.5%Financial ServicesVONGVanguard Russell 1000 Growth ETF$22,413,116$479,675 â–²2.2%204,3314.4%ETFDFSVDimensional US Small Cap Value ETF$20,367,677$903,192 â–²4.6%581,2694.0%ETFBSVVanguard Short-Term Bond ETF$19,678,498$322,736 â–²1.7%250,9693.9%ETFDFAEDimensional Emerging Core Equity Market ETF$19,043,307$922,922 â–²5.1%562,4133.7%ETFDFARDimensional US Real Estate ETF$16,648,060$1,303,422 â–²8.5%703,9353.3%ETFAAPLApple$16,053,079$178,923 â–²1.1%63,2533.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$11,801,410$650 â–¼0.0%18,1472.3%FinanceDFCFDimensional Core Fixed Income ETF$9,567,136$682,824 â–²7.7%226,6021.9%ETFNVDANVIDIA$8,698,801$845,848 â–²10.8%49,8781.7%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$7,188,747$384,754 â–¼-5.1%79,4071.4%ETFMSFTMicrosoft$6,371,211$96,242 â–²1.5%17,2121.3%Computer and TechnologyIOTSamsara$5,047,140$65,250 â–²1.3%159,2661.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$3,377,432$853 â–²0.0%7,9210.7%ETFLLYEli Lilly and Company$3,307,471$100,254 â–¼-2.9%3,5960.7%MedicalVTWOVanguard Russell 2000 ETF$3,053,308$143,144 â–¼-4.5%30,4810.6%ETFJNJJohnson & Johnson$3,038,850$98,020 â–¼-3.1%12,4320.6%MedicalIEMGiShares Core MSCI Emerging Markets ETF$2,909,725$136,781 â–¼-4.5%41,7160.6%ETFGOOGAlphabet$2,878,952$55,364 â–¼-1.9%10,0360.6%Computer and TechnologyXOMExxonMobil$2,738,882$185,782 â–¼-6.4%16,1430.5%EnergyAMZNAmazon.com$2,704,824$31,241 â–²1.2%12,9870.5%Retail/WholesaleISTBiShares Core 1-5 Year USD Bond ETF$2,481,599$37,751 â–²1.5%51,2090.5%ManufacturingCTASCintas$2,471,477$287,031 â–²13.1%14,6120.5%Business ServicesVTWVVanguard Russell 2000 Value ETF$2,355,610$122,070 â–¼-4.9%14,0870.5%ETFVOVanguard Mid-Cap ETF$2,330,709$44,225 â–²1.9%8,1160.5%ETFIVEiShares S&P 500 Value ETF$2,315,174$80,867 â–¼-3.4%10,9650.5%ETFGEGE Aerospace$2,313,075$119,471 â–¼-4.9%8,1510.5%AerospaceIWDiShares Russell 1000 Value ETF$2,301,747$23,718 â–¼-1.0%10,7720.5%ETFJPMJPMorgan Chase & Co.$2,239,404$37,946 â–²1.7%7,6130.4%FinanceAVGOBroadcom$2,012,351$60,971 â–²3.1%6,5020.4%Computer and TechnologyMRKMerck & Co., Inc.$1,889,090$98,039 â–¼-4.9%15,7040.4%MedicalAGGiShares Core U.S. Aggregate Bond ETF$1,852,7170.0%18,6630.4%FinanceIWNiShares Russell 2000 Value ETF$1,774,615$97,642 â–¼-5.2%9,3600.3%ETFFITBFifth Third Bancorp$1,750,209$187,003 â–¼-9.7%37,6710.3%FinanceVOOVanguard S&P 500 ETF$1,729,966$5,378 â–²0.3%2,8950.3%ETFDUKDuke Energy$1,675,334$123,211 â–¼-6.9%12,7950.3%UtilitiesGOOGLAlphabet$1,592,339$61,830 â–²4.0%5,5370.3%Computer and TechnologyGE VERNOVA INC$1,569,740$84,686 â–¼-5.1%1,7980.3%COMVTIVanguard Total Stock Market ETF$1,567,450$36,892 â–²2.4%4,8860.3%ETFCVXChevron$1,455,512$14,483 â–¼-1.0%7,0350.3%EnergyQQQInvesco QQQ$1,304,730$9,233 â–²0.7%2,2610.3%FinanceMCDMcDonald's$1,246,558$11,188 â–²0.9%4,0110.2%Retail/WholesaleMETAMeta Platforms$1,244,519$6,294 â–²0.5%2,1750.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,240,799$74,082 â–¼-5.6%21,8910.2%ETFIJRiShares Core S&P Small-Cap ETF$1,237,084$19,889 â–¼-1.6%9,9520.2%ETFCINFCincinnati Financial$1,233,3090.0%7,8380.2%FinanceSMIGBahl & Gaynor Small/Mid Cap Income Growth ETF$1,226,0960.0%41,7750.2%ETFTSLATesla$1,201,218$105,585 â–¼-8.1%3,2310.2%Auto/Tires/TrucksWALMART INC$1,191,567$39,769 â–²3.5%9,5880.2%COMAMGNAmgen$1,128,152$13,020 â–¼-1.1%3,2060.2%MedicalVIGVanguard Dividend Appreciation ETF$1,123,081$4,731 â–¼-0.4%5,2220.2%ETFABBVAbbVie$1,113,841$23,055 â–¼-2.0%5,1210.2%MedicalRBCAARepublic Bancorp$1,080,931$156,273 â–²16.9%15,3210.2%FinanceVNQVanguard Real Estate ETF$1,076,766$8,782 â–¼-0.8%12,1390.2%ETFORCLOracle$1,022,992$16,035 â–¼-1.5%6,9540.2%Computer and TechnologyHDHome Depot$1,001,133$13,484 â–²1.4%3,0440.2%Retail/WholesaleCSCOCisco Systems$968,014$23,199 â–²2.5%12,4760.2%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$967,145$91,497 â–¼-8.6%5,0420.2%ETFORGOOrganogenesis$966,8770.0%407,9650.2%MedicalVUGVanguard Growth ETF$961,784$24,023 â–¼-2.4%2,2020.2%ETFDVYiShares Select Dividend ETF$941,899$16,806 â–¼-1.8%6,2210.2%ETFIJHiShares Core S&P Mid-Cap ETF$931,131$7,226 â–²0.8%13,7880.2%ETFIBMInternational Business Machines$927,763$14,299 â–¼-1.5%3,8280.2%Computer and TechnologyMUMicron Technology$850,162$3,717 â–²0.4%2,5160.2%Computer and TechnologyIWMiShares Russell 2000 ETF$844,472$67,211 â–¼-7.4%3,4050.2%FinanceVEAVanguard FTSE Developed Markets ETF$806,647$8,395 â–²1.1%12,5880.2%ETFBRK.BBerkshire Hathaway$775,346$10,542 â–²1.4%1,6180.2%FinanceCATCaterpillar$758,667$7,084 â–¼-0.9%1,0710.1%IndustrialsMAMastercard$747,918$6,995 â–²0.9%1,4970.1%Business ServicesENBEnbridge$738,218$8,121 â–¼-1.1%13,6350.1%EnergyPFEPfizer$736,495$135,825 â–¼-15.6%26,2280.1%MedicalVEUVanguard FTSE All-World ex-US ETF$722,503$3,905 â–¼-0.5%9,6210.1%ETFSOSouthern$703,211$63,990 â–¼-8.3%7,2860.1%UtilitiesPMPhilip Morris International$699,309$27,609 â–²4.1%4,2300.1%Consumer StaplesVBVanguard Small-Cap ETF$695,752$44,794 â–²6.9%2,6560.1%ETFVZVerizon Communications$687,339$60,391 â–¼-8.1%13,6920.1%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$682,8930.0%5,7140.1%ETFNFLXNetflix$679,547$19,710 â–²3.0%7,0680.1%Consumer DiscretionaryVTVVanguard Value ETF$666,791$13,340 â–²2.0%3,3990.1%ETFGLDSPDR Gold Shares$657,003$169,521 â–²34.8%1,5270.1%FinanceKRKroger$652,280$1,592 â–²0.2%9,0140.1%Retail/WholesaleINTCIntel$647,029$47,935 â–¼-6.9%14,7940.1%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$643,824$39,108 â–¼-5.7%6,8320.1%ETFPEPPepsiCo$640,743$14,287 â–²2.3%4,1260.1%Consumer StaplesTAT&T$627,225$19,597 â–¼-3.0%21,6360.1%Computer and TechnologyBACBank of America$621,583$17,989 â–²3.0%12,7500.1%FinanceBNDVanguard Total Bond Market ETF$610,986$610,986 â–²New Holding8,2970.1%ETFDEDeere & Company$591,708$6,199 â–²1.1%1,0500.1%IndustrialsLOWLowe's Companies$586,447$5,907 â–²1.0%2,4820.1%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$582,752$18,427 â–¼-3.1%3,0360.1%ETFFIDELITY WISE ORIGIN BITCOIN$570,471$9,504 â–²1.7%9,6640.1%SHSQCOMQualcomm$564,443$6,568 â–²1.2%4,3830.1%Computer and TechnologyLMTLockheed Martin$563,345$18,738 â–¼-3.2%9320.1%AerospaceWMWaste Management$536,330$5,285 â–¼-1.0%2,3340.1%Business ServicesABTAbbott Laboratories$529,702$16,017 â–²3.1%5,1590.1%MedicalShowing 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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