StockDriftsStockDriftsTop 50 Wealth Dimensions Group, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 10.9% | 1.42M | $55.4M | +3.78%(+51.84K) | $29.46(+41.15%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 9.7% | 842.3K | $49.3M | +4.50%(+36.28K) | $58.81(-1.24%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 6.16% | 333.8K | $31.3M | +0.76%(+2.51K) | $69.29(+56.20%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 5.81% | 204.4K | $29.5M | -0.49%(-1.01K) | $146.22(+3.55%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.99% | 38.8K | $25.4M | -2.14%(-849) | $382.37(+95.74%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.52% | 155.2K | $23.0M | +0.83%(+1.27K) | $108.37(+47.16%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.41% | 204.3K | $22.4M | +2.19%(+4.37K) | $66.50(+87.57%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 4.01% | 581.3K | $20.4M | +4.64%(+25.78K) | $28.41(+36.10%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.87% | 251.0K | $19.7M | +1.67%(+4.12K) | $76.21(+2.02%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.75% | 562.4K | $19.0M | +5.09%(+27.26K) | $26.01(+49.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.66% | +31.88% |
| Top 20 Holdings Unweighted | +10.81% | +36.06% |
Sign up free to track Wealth Dimensions Group, Ltd., compare funds side by side, and get alerts the moment positions change.