Wealth Dimensions Group, Ltd. Top Holdings and 13F Report (2026) About Wealth Dimensions Group, Ltd.Investment ActivityWealth Dimensions Group, Ltd. has $589.74 million in total holdings as of September 30, 2026.Wealth Dimensions Group, Ltd. owns shares of 181 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 13.03% of the portfolio was purchased this quarter.About 8.13% of the portfolio was sold this quarter.This quarter, Wealth Dimensions Group, Ltd. has purchased 178 new stocks and bought additional shares in 108 stocks.Wealth Dimensions Group, Ltd. sold shares of 39 stocks and completely divested from 9 stocks this quarter.Largest Holdings Dimensional International Core Equity Market ETF $63,072,699Vanguard Short-Term Treasury ETF $54,423,164Vanguard Russell 1000 Value ETF $37,504,305Procter & Gamble $32,490,170iShares Core S&P 500 ETF $30,339,198 Largest New Holdings this Quarter 25239Y170 - DFA INVT DIMENSIONS GROUP IN $23,168,883 Holding25239Y147 - DFA INVT DIMENSIONS GROUP IN $18,280,627 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $2,670,093 Holding46641Q837 - JPMorgan Ultra-Short Income ETF $316,928 Holding718546104 - Phillips 66 $262,714 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 618,332 shares (about $23.17M)DFA INVT DIMENSIONS GROUP IN 756,648 shares (about $18.28M)Broadcom 13,902 shares (about $4.19M)Vanguard Short-Term Treasury ETF 63,032 shares (about $3.63M)Procter & Gamble 19,712 shares (about $2.86M) Largest Sales this Quarter Apple 3,086 shares (about $1.03M)Republic Bancorp 4,942 shares (about $453.17K)Vanguard Short-Term Bond ETF 4,712 shares (about $360.00K)International Business Machines 534 shares (about $117.44K)Schwab U.S. Large-Cap Value ETF 3,170 shares (about $105.59K) 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$63,072,699$2,435,338 ▲4.0%1,522,39210.7%ETFVGSHVanguard Short-Term Treasury ETF$54,423,164$3,628,123 ▲7.1%945,5039.2%ETFVONVVanguard Russell 1000 Value ETF$37,504,305$1,420,708 ▲3.9%345,0266.4%ETFPGProcter & Gamble$32,490,170$2,863,763 ▲9.7%223,6385.5%Consumer StaplesIVViShares Core S&P 500 ETF$30,339,198$2,184,208 ▲7.8%39,6155.1%ETFVONGVanguard Russell 1000 Growth ETF$27,200,299$717,881 ▲2.7%210,9704.6%ETFVYMVanguard High Dividend Yield ETF$24,668,207$472,273 ▲2.0%158,9454.2%ETFDFAEDimensional Emerging Core Equity Market ETF$23,214,519$670,235 ▲3.0%590,5503.9%ETFDFA INVT DIMENSIONS GROUP IN$23,168,883$23,168,883 ▲New Holding618,3323.9%U.S. SML CP VALAAPLApple$19,183,309$1,027,701 ▼-5.1%57,6043.3%TechnologyBSVVanguard Short-Term Bond ETF$18,754,502$359,996 ▼-1.9%245,4783.2%ETFDFA INVT DIMENSIONS GROUP IN$18,280,627$18,280,627 ▲New Holding756,6483.1%REAL ESTATE SECUSPYSPDR S&P 500 ETF Trust$13,712,137$43,470 ▼-0.3%17,9802.3%ETFNVDANVIDIA$11,404,979$435,842 ▲4.0%52,1261.9%TechnologyDFCFDimensional Core Fixed Income ETF$9,413,910$1,110,481 ▲13.4%234,6441.6%ETFMSFTMicrosoft$9,274,376$401,606 ▲4.5%18,0821.6%TechnologyIEFAiShares Core MSCI EAFE ETF$7,602,096$369,986 ▲5.1%78,4691.3%ETFAVGOBroadcom$6,114,924$4,188,494 ▲217.4%20,2961.0%TechnologyIOTSamsara$6,101,2190.0%160,0111.0%TechnologyLLYEli Lilly and Company$4,243,251$46,286 ▲1.1%3,6670.7%HealthcareAMZNAmazon.com$4,103,788$797,786 ▲24.1%16,4710.7%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$3,990,258$407,594 ▲11.4%31,8560.7%ETFGOOGAlphabet$3,786,502$426,931 ▲12.7%11,1130.6%Communication ServicesFITBFifth Third Bancorp$3,478,179$1,580,673 ▲83.3%68,7660.6%FinanceMUMicron Technology$3,464,112$642,331 ▲22.8%3,2520.6%TechnologyVTWOVanguard Russell 2000 ETF$3,433,699$26,265 ▲0.8%30,5920.6%ETFJNJJohnson & Johnson$3,390,996$103,776 ▲3.2%12,8090.6%HealthcareIEMGiShares Core MSCI Emerging Markets ETF$3,219,146$96,419 ▼-2.9%39,6640.5%ETFCTASCintas$2,849,9270.0%14,6110.5%IndustrialsGEGE Aerospace$2,708,655$6,245 ▲0.2%8,6740.5%IndustrialsJPMJPMorgan Chase & Co.$2,674,120$161,115 ▲6.4%8,0830.5%FinanceEXXONMOBIL HOLDINGS CORP$2,670,093$2,670,093 ▲New Holding16,4060.5%COM SHSIWDiShares Russell 1000 Value ETF$2,642,885$20,826 ▼-0.8%10,6600.4%ETFVTWVVanguard Russell 2000 Value ETF$2,572,936$20,690 ▼-0.8%13,9280.4%ETFVOVanguard Mid-Cap ETF$2,568,245$12,390 ▲0.5%32,7500.4%ETFIVEiShares S&P 500 Value ETF$2,447,754$15,522 ▼-0.6%10,7230.4%ETFISTBiShares Core 1-5 Year USD Bond ETF$2,446,723$16,963 ▲0.7%51,7830.4%ETFMRKMerck & Co., Inc.$2,289,385$1,162 ▼-0.1%15,7550.4%HealthcareVOOVanguard S&P 500 ETF$2,185,750$75,685 ▲3.6%3,1190.4%ETFGOOGLAlphabet$2,050,946$166,181 ▲8.8%5,9610.3%Communication ServicesIWNiShares Russell 2000 Value ETF$1,877,429$24,295 ▼-1.3%8,9640.3%ETFVTIVanguard Total Stock Market ETF$1,876,513$74,851 ▲4.2%5,0140.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,788,488$17,868 ▲1.0%18,9180.3%ETFINTCIntel$1,732,926$14,668 ▲0.9%14,4130.3%TechnologyQQQInvesco QQQ$1,703,470$31,806 ▲1.9%2,3030.3%ETFMETAMeta Platforms$1,697,055$8,703 ▲0.5%2,3400.3%Communication ServicesGE VERNOVA INC$1,643,712$69,399 ▼-4.1%1,7290.3%COMDUKDuke Energy$1,643,458$127,577 ▲8.4%14,4150.3%UtilitiesABBVAbbVie$1,555,972$229,681 ▲17.3%5,9480.3%HealthcareIJRiShares Core S&P Small-Cap ETF$1,518,650$80,265 ▲5.6%11,1630.3%ETFCVXChevron$1,514,158$67,999 ▲4.7%7,4150.3%EnergyAMGNAmgen$1,468,399$111,268 ▲8.2%3,4840.2%HealthcareTSLATesla$1,323,463$76,285 ▲6.1%3,7300.2%Consumer DiscretionaryCSCOCisco Systems$1,302,689$36,273 ▼-2.7%12,1030.2%TechnologyCRWDCrowdStrike$1,293,342$972,985 ▲303.7%4,8850.2%TechnologySMIGBahl & Gaynor Small/Mid Cap Income Growth ETF$1,291,2650.0%41,7750.2%ETFCINFCincinnati Financial$1,256,653$5,737 ▲0.5%7,8850.2%FinanceVIGVanguard Dividend Appreciation ETF$1,223,529$5,133 ▲0.4%5,2440.2%ETFVUGVanguard Growth ETF$1,188,910$4,325 ▲0.4%13,1940.2%ETFJEPIJPMorgan Equity Premium Income ETF$1,138,545$102,431 ▼-8.3%20,2520.2%ETFVNQVanguard Real Estate ETF$1,126,438$38,629 ▲3.6%12,5680.2%ETFIJHiShares Core S&P Mid-Cap ETF$1,106,682$59,216 ▲5.7%15,3810.2%ETFMAMastercard$1,007,010$170,960 ▲20.4%1,8260.2%FinanceQUALiShares MSCI USA Quality Factor ETF$999,351$32,889 ▼-3.2%4,4970.2%ETFWALMART INC$994,380$18,082 ▼-1.8%9,5690.2%COMIWMiShares Russell 2000 ETF$989,943$52,526 ▲5.6%3,5620.2%ETFRBCAARepublic Bancorp$961,274$453,173 ▼-32.0%10,4830.2%FinanceMCDMcDonald's$949,688$25,174 ▲2.7%4,1120.2%Consumer DiscretionaryORCLOracle$939,613$9,473 ▲1.0%6,8440.2%TechnologyDVYiShares Select Dividend ETF$933,177$1,977 ▲0.2%6,1360.2%ETFCATCaterpillar$915,305$32,429 ▲3.7%1,1290.2%IndustrialsVVisa$876,984$118,560 ▲15.6%2,4410.1%FinanceHDHome Depot$872,245$22,475 ▲2.6%3,0660.1%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$871,696$565 ▲0.1%12,3450.1%ETFDALDelta Air Lines$830,166$173,761 ▲26.5%9,9470.1%IndustrialsBACBank of America$828,017$123,607 ▲17.5%15,2130.1%FinanceQCOMQualcomm$821,335$10,858 ▲1.3%4,4630.1%TechnologyPMPhilip Morris International$815,122$572 ▲0.1%4,2720.1%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$797,238$498 ▲0.1%9,6090.1%ETFVGTVanguard Information Technology ETF$790,748$309,664 ▲64.4%6,2920.1%ETFBRK.BBerkshire Hathaway$774,546$25,403 ▼-3.2%1,5550.1%FinanceVTVVanguard Value ETF$773,680$19,661 ▲2.6%3,5810.1%ETFVBVanguard Small-Cap ETF$754,343$569 ▲0.1%2,6520.1%ETFDEDeere & Company$716,687$4,030 ▲0.6%1,0670.1%IndustrialsPFEPfizer$716,636$3,708 ▼-0.5%25,1270.1%HealthcareIBMInternational Business Machines$711,231$117,439 ▼-14.2%3,2340.1%TechnologySMHVanEck Semiconductor ETF$702,1770.0%1,1530.1%ETFFIDELITY WISE ORIGIN BITCOIN$701,244$726 ▼-0.1%9,6540.1%SHSIWRiShares Russell Mid-Cap ETF$682,685$159,628 ▲30.5%6,3980.1%ETFACWViShares MSCI Global Min Vol Factor ETF$672,4190.0%5,4790.1%ETFVYMIVanguard International High Dividend Yield ETF$667,897$4,349 ▼-0.6%6,6040.1%ETFAMATApplied Materials$651,783$468,261 ▲255.2%1,2750.1%TechnologyRSPInvesco S&P 500 Equal Weight ETF$624,730$624 ▲0.1%3,0030.1%ETFVZVerizon Communications$617,510$5,688 ▼-0.9%13,4620.1%Communication ServicesEFAiShares MSCI EAFE ETF$604,976$117,608 ▲24.1%5,8230.1%ETFENBEnbridge$603,176$12,692 ▼-2.1%12,9740.1%EnergyGLDSPDR Gold Shares$595,5900.0%1,5640.1%ETFBNDVanguard Total Bond Market ETF$582,0300.0%8,2970.1%ETFSOSouthern$578,446$24,288 ▼-4.0%6,9780.1%UtilitiesGFFGriffon$570,3350.0%6,1300.1%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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