Institutional Fund
Wealth Dimensions Group, Ltd.
Cincinnati, OHCIK 18464625 filings on record
Portfolio Value
$508.33M
Q1 2026
Holdings
170
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+0.9%
from $503.99M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust10.9%
- Vanguard Scottsdale Fds9.7%
- Vanguard Scottsdale Fds6.2%
- Procter And Gamble Co5.8%
- Ishares Tr5.0%
- Vanguard Whitehall Fds4.5%
- Other57.9%
Portfolio Holdings
170 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.42M | $55.43M | 10.9% | +51.8K | Added |
| 2 | Vanguard Scottsdale Fds | 842.3K | $49.31M | 9.7% | +36.3K | Added |
| 3 | Vanguard Scottsdale Fds | 333.8K | $31.29M | 6.2% | +2.5K | Added |
| 4 | Procter And Gamble Co | 204.4K | $29.53M | 5.8% | −1.0K | Reduced |
| 5 | Ishares Tr | 38.8K | $25.35M | 5.0% | −849 | Reduced |
| 6 | Vanguard Whitehall Fds | 155.2K | $22.98M | 4.5% | +1.3K | Added |
| 7 | Vanguard Scottsdale Fds | 204.3K | $22.41M | 4.4% | +4.4K | Added |
| 8 | Dimensional ETF Trust | 581.3K | $20.37M | 4.0% | +25.8K | Added |
| 9 | Vanguard Bd Index Fds | 251.0K | $19.68M | 3.9% | +4.1K | Added |
| 10 | Dimensional ETF Trust | 562.4K | $19.04M | 3.7% | +27.3K | Added |
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