Wealth Dimensions Group, Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Wealth Dimensions Group, Ltd. disclosed 178 stock positions valued at approximately $589.70M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD SCOTTSDALE FDS, and VANGUARD SCOTTSDALE FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 178
- Portfolio Value
- $589.70M
Holdings by Sector
Wealth Dimensions Group, Ltd. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAI | Other | 10.70% | 1,522,392 | +58,782 | +4.02% | $63,072,699 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 9.23% | 945,503 | +63,032 | +7.14% | $54,423,164 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 6.36% | 345,026 | +13,070 | +3.94% | $37,504,305 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 5.51% | 223,638 | +19,712 | +9.67% | $32,490,170 |
| ISHARES TR | IVV | Other | 5.14% | 39,615 | +2,852 | +7.76% | $30,339,198 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 4.61% | 210,970 | +5,568 | +2.71% | $27,200,299 |
| VANGUARD WHITEHALL FDS | VYM | Other | 4.18% | 158,945 | +3,043 | +1.95% | $24,668,207 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.94% | 590,550 | +17,050 | +2.97% | $23,214,519 |
| APPLE INC | AAPL | Technology | 3.25% | 57,604 | -3,086 | -5.08% | $19,183,309 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.18% | 245,478 | -4,712 | -1.88% | $18,754,502 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.33% | 17,980 | -57 | -0.32% | $13,712,137 |
| NVIDIA CORPORATION | NVDA | Technology | 1.93% | 49,926 | +292 | +0.59% | $11,402,029 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.60% | 234,644 | +27,679 | +13.37% | $9,413,910 |
| MICROSOFT CORP | MSFT | Technology | 1.57% | 18,082 | +783 | +4.53% | $9,274,376 |
| ISHARES TR | IEFA | Other | 1.29% | 78,469 | +3,819 | +5.12% | $7,602,096 |
| SAMSARA INC | IOT | Technology | 1.03% | 160,011 | - | - | $6,101,219 |
| BROADCOM INC | AVGO | Technology | 1.03% | 17,296 | +10,902 | +170.50% | $6,074,349 |
| ELI LILLY & CO | LLY | Healthcare | 0.72% | 3,667 | +40 | +1.10% | $4,243,251 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.70% | 16,471 | +3,202 | +24.13% | $4,103,788 |
| ISHARES TR | IWF | Other | 0.68% | 31,856 | +3,254 | +11.38% | $3,990,258 |
| ALPHABET INC | GOOG | Communication Services | 0.64% | 11,113 | +1,253 | +12.71% | $3,786,502 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.59% | 68,766 | +31,251 | +83.30% | $3,478,179 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.59% | 3,252 | +603 | +22.76% | $3,464,112 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.58% | 30,592 | +234 | +0.77% | $3,433,699 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.58% | 12,809 | +392 | +3.16% | $3,390,996 |
| ISHARES INC | IEMG | Other | 0.55% | 39,664 | -1,188 | -2.91% | $3,219,146 |
| CINTAS CORP | CTAS | Industrials | 0.48% | 14,611 | - | - | $2,849,927 |
| GE AEROSPACE | GE | Industrials | 0.46% | 8,674 | +20 | +0.23% | $2,708,655 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.45% | 8,083 | +487 | +6.41% | $2,674,120 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.45% | 16,406 | +155 | +0.95% | $2,670,093 |
Showing 30 of 178 holdings in the latest reporting period.
Wealth Dimensions Group, Ltd. Options Holdings in Q3 2026