StockDriftsStockDriftsTop 50 Wealth Dimensions Group, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 10.81% | 1.46M | $60.4M | +2.88%(+40.92K) | $29.74(+45.76%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 9.2% | 882.5K | $51.4M | +4.77%(+40.17K) | $58.79(-1.08%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 6.32% | 332.0K | $35.3M | -0.55%(-1.83K) | $69.29(+62.79%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 5.36% | 203.9K | $29.9M | -0.25%(-508) | $146.22(-2.05%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.93% | 36.8K | $27.5M | -5.27%(-2.05K) | $382.37(+103.71%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.7% | 205.4K | $26.3M | +0.52%(+1.07K) | $66.76(+93.66%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 4.41% | 155.9K | $24.6M | +0.45%(+705) | $108.51(+53.23%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.13% | 573.5K | $23.1M | +1.97%(+11.09K) | $26.21(+50.16%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 4.08% | 587.0K | $22.8M | +0.99%(+5.73K) | $28.49(+42.67%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.49% | 250.2K | $19.5M | -0.31%(-779) | $76.21(+1.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.44% | +38.38% | +6.83% | +39.14% |
| Top 20 Holdings Unweighted | +12.76% | +43.37% | +6.77% | +38.74% |
Wealth Dimensions Group, Ltd. reports $558.31M in US-listed equity holdings across 178 positions in its most recent 13F filing. Its largest disclosed positions are DFAI (10.8%), VGSH (9.2%) and VONV (6.3%). The top 20 holdings account for 74.51% of reported assets. Its disclosed equity book has returned +38.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Dimensions Group, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846462). View Wealth Dimensions Group, Ltd.’s 13F filings on SEC