Wealth Dimensions Group, Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Wealth Dimensions Group, Ltd. disclosed 176 stock positions valued at approximately $558.30M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD SCOTTSDALE FDS, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 176
- Portfolio Value
- $558.30M
Holdings by Sector
Wealth Dimensions Group, Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAI | Other | 10.81% | 1,463,610 | +40,919 | +2.88% | $60,373,919 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 9.20% | 882,471 | +40,173 | +4.77% | $51,359,801 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 6.32% | 331,956 | -1,826 | -0.55% | $35,290,282 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 5.36% | 203,926 | -508 | -0.25% | $29,903,781 |
| ISHARES TR | IVV | Other | 4.93% | 36,763 | -2,046 | -5.27% | $27,531,403 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 4.70% | 205,402 | +1,071 | +0.52% | $26,252,432 |
| VANGUARD WHITEHALL FDS | VYM | Other | 4.41% | 155,902 | +705 | +0.45% | $24,637,134 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 4.13% | 573,500 | +11,087 | +1.97% | $23,060,454 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 4.08% | 587,003 | +5,734 | +0.99% | $22,769,830 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.49% | 250,190 | -779 | -0.31% | $19,492,334 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 3.36% | 717,843 | +13,908 | +1.98% | $18,778,764 |
| APPLE INC | AAPL | Technology | 3.15% | 60,690 | -2,563 | -4.05% | $17,561,350 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.41% | 18,037 | -110 | -0.61% | $13,469,313 |
| NVIDIA CORPORATION | NVDA | Technology | 1.78% | 49,634 | -244 | -0.49% | $9,931,343 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.56% | 206,965 | -19,637 | -8.67% | $8,736,003 |
| ISHARES TR | IEFA | Other | 1.29% | 74,650 | -4,757 | -5.99% | $7,209,699 |
| MICROSOFT CORP | MSFT | Technology | 1.16% | 17,299 | +87 | +0.51% | $6,453,039 |
| SAMSARA INC | IOT | Technology | 0.93% | 160,011 | +745 | +0.47% | $5,189,157 |
| ELI LILLY & CO | LLY | Healthcare | 0.78% | 3,627 | +31 | +0.86% | $4,350,453 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.66% | 30,358 | -123 | -0.40% | $3,686,071 |
| ISHARES TR | IWF | Other | 0.64% | 28,602 | +20,681 | +261.09% | $3,551,500 |
| ALPHABET INC | GOOG | Communication Services | 0.62% | 9,860 | -176 | -1.75% | $3,483,703 |
| ISHARES INC | IEMG | Other | 0.61% | 40,852 | -864 | -2.07% | $3,384,145 |
| GE AEROSPACE | GE | Industrials | 0.58% | 8,654 | +503 | +6.17% | $3,234,299 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.57% | 13,269 | +282 | +2.17% | $3,162,479 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.56% | 12,417 | -15 | -0.12% | $3,153,576 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.55% | 2,649 | +133 | +5.29% | $3,057,242 |
| VANGUARD SCOTTSDALE FDS | VTWV | Other | 0.49% | 14,040 | -47 | -0.33% | $2,743,938 |
| VANGUARD INDEX FDS | VO | Other | 0.47% | 32,592 | +24,476 | +301.58% | $2,625,963 |
| ISHARES TR | IWD | Other | 0.47% | 10,744 | -28 | -0.26% | $2,604,684 |
Showing 30 of 176 holdings in the latest reporting period.
Wealth Dimensions Group, Ltd. Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | NVDA | NVIDIA Corporation | PUT | 500 | $3,785 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.