Wealth Dimensions Group, Ltd.: 13F holdings
CIK 18464622026Q2
| Positions | 178 |
|---|---|
| Reported value | $558.3m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFAI DIMENSIONAL ETF TRUST | 1,463,610 | $60.4m | 10.8% |
| VGSH VANGUARD SCOTTSDALE FDS | 882,471 | $51.4m | 9.2% |
| VONV VANGUARD SCOTTSDALE FDS | 331,956 | $35.3m | 6.3% |
| PG PROCTER & GAMBLE CO | 203,926 | $29.9m | 5.4% |
| IVV ISHARES TR | 36,763 | $27.5m | 4.9% |
| VONG VANGUARD SCOTTSDALE FDS | 205,402 | $26.3m | 4.7% |
| VYM VANGUARD WHITEHALL FDS | 155,902 | $24.6m | 4.4% |
| DFAE DIMENSIONAL ETF TRUST | 573,500 | $23.1m | 4.1% |
| DIMENSIONAL ETF TRUST | 587,003 | $22.8m | 4.1% |
| BSV VANGUARD BD INDEX FDS | 250,190 | $19.5m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846462")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.