Wealth Dimensions Group, Ltd.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationcincinnati, OH
- CIK0001846462
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
154 | $408.27M | VGSH, DFAI, PG, VONV | 13F-HR | Feb 13, 2025 | 000184646225000001 | ||
148 | $394.84M | VGSH, DFAI, PG, IVV | 13F-HR | Nov 12, 2024 | 000184646224000007 | ||
140 | $350.80M | VGSH, DFAI, PG, IVV | 13F-HR | Aug 9, 2024 | 000184646224000003 | ||
143 | $338.59M | VGSH, DFAI, PG, IVV | 13F-HR | May 9, 2024 | 000184646224000002 | ||
135 | $315.76M | VGSH, PG, DFAI, IVV | 13F-HR | Feb 9, 2024 | 000184646224000001 | ||
131 | $275.64M | VGSH, PG, IVV, BSV | 13F-HR | Nov 14, 2023 | 000184646223000005 | ||
137 | $274.67M | VGSH, PG, IVV, BSV | 13F-HR | Aug 14, 2023 | 000184646223000004 | ||
133 | $258.48M | VGSH, PG, BSV, IVV | 13F-HR | May 9, 2023 | 000184646223000002 | ||
129 | $244.87M | VGSH, PG, BSV, IVV | 13F-HR | Feb 10, 2023 | 000184646223000001 | ||
120 | $202.12M | VGSH, PG, VONV, VONG | 13F-HR | Nov 10, 2022 | 000181124022000004 | ||
127 | $210.66M | VGSH, PG, VONV, IVV | 13F-HR | Aug 5, 2022 | 000184646222000004 | ||
131 | $216.00M | PG, AGG, IVV, VONG | 13F-HR | May 4, 2022 | 000184646222000003 | ||
131 | $204.20M | AGG, PG, VONG, AAPL | 13F-HR | Feb 4, 2022 | 000184646222000001 | ||
130 | $156.31M | PG, VONG, IVV, VONV | 13F-HR | Nov 3, 2021 | 000184646221000004 | ||
120 | $147.50M | PG, VONG, IVV, VONV | 13F-HR | Aug 12, 2021 | 000184646221000003 | ||
118 | $128.77M | PG, IVV, VONG, AAPL | 13F-HR | May 13, 2021 | 000184646221000002 | ||
113 | $115.82M | PG, IVV, AAPL, VONG | 13F-HR | Feb 17, 2021 | 000184646221000001 |