Wealth Dimensions Group, Ltd.
Q4 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
170
- Value ($000)
$503,986
- Date Filed02/13/2026
- Form type13F-HR
- CIK0001846462
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $52.24M | 10 % | 1,370,853 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $47.34M | 9 % | 806,019 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $30.58M | 6 % | 331,276 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | $29.44M | 6 % | 205,447 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $27.16M | 5 % | 39,658 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $24.34M | 5 % | 199,958 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $22.09M | 4 % | 153,925 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $19.45M | 4 % | 246,853 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $18.27M | 4 % | 555,493 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $17.43M | 4 % | 535,156 |
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