Wealth Dimensions Group, Ltd.
Q4 2024 13F Holdings
- Locationcincinnati, OH
- Num holdings
154
- Value ($000)
$408,267
- Date Filed02/13/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $41.82M | 10 % | 718,843 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $33.11M | 8 % | 1,134,008 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $28.06M | 7 % | 167,363 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $23.27M | 6 % | 286,451 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $23.18M | 6 % | 39,374 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $19.52M | 5 % | 188,942 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $18.94M | 5 % | 245,106 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $17.89M | 4 % | 140,216 | ||
AAPL APPLE INC | COM | 037833100 | $16.27M | 4 % | 64,974 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $11.84M | 3 % | 384,625 |
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